What are Stock-Back™ rewards?
Smart portfolios investment decisions are made by experts*—the Smart Investment Team, who have experience executing successful trade strategies for customers.
*This type of account is a Discretionary Managed Account. This is an individual taxable brokerage account that Stash has full authority to manage according to a specific investment mandate. The investment team at Stash built these portfolios with the goal of optimizing risk-adjusted returns. This is achieved by utilizing the diversification benefits highlighted by modern portfolio theory. The portfolios consist of well diversified ETFs that provide clients with broad exposure to the stocks of companies of all sizes across all industries and geographies and bonds of various issuers. The portfolios aim to optimize returns given a user’s overall risk profile. Stash will automatically manage a Client’s portfolio based on an algorithm that evaluates the Client’s risk profile and selects appropriate investments for the client. Stash does not guarantee any level of performance or that any client will avoid losses in the Client’s Stash Account(s). Any investment in securities involves the possibility of financial loss.
Related questions View all Stock-Back™
Q. What is the Subscription Plan offering for the “Beta Group”?
For a select group of clients, each plan will include Financial Counseling Advice (i.e Impersonal Investment Advice) as it relates to one or more guides, education materials about investing and financial planning, along with access to open brokerage accounts and a bank account.…1
Q. What is an ADR fee?
U.S. investors can invest in foreign stocks through something called an American Depositary Receipt, or ADR. These securities are issued by a U.S. bank that specializes in trading and represents shares of the foreign stock. They trade on a U.S. exchange like a regular stock. …1
Q. The 2021 Tax Season Dates You Need to Know
There are six important tax dates you should know for 2021. Tax Day is April 15, 2021. You can make 2020 IRA contributions until April 14, 2021, at 3 p.m. EST. Tax season is just around the corner. To help you get organized,…2
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