What is Smart-Stash?
Smart-Stash analyzes your spending and earning patterns and saves you spare cash when you can afford it.
Smart-Stash is designed to save your spare cash, not the money you’ll need for bills. Smart-Stash recognizes recurring transactions, such as rent and mortgage payments and bills, and will only save money from your leftover balance.
You can set your maximum transfer to $5, $10, or $25. Smart-Stash will not transfer more than the maximum transfer amount. You can also pause and resume at any time.
Learn more about how Smart-Stash works.
If you are having trouble turning on Smart-Stash, see I’m trying to turn on Smart-Stash. Why do I need to reconnect my external bank?
Related questions View all Auto-Stash
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Q. When will my trades get executed in my Smart portfolio?
Once your money has completed the transfer and arrived in your account, we’ll execute your trades. Typically, this takes 1-2 business days. Please note that a business day is Monday through Friday, excluding weekends and US market holidays. DISCLOSURES This type of account is a Discretionary Managed Account.…
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Q. Once I deposit money into my Smart portfolios, do I need to do anything?
Nope! We’ll handle the rest—this is smart investing, after all. You might want to consider investing (depositing money) regularly, though. That way your investments can grow through the magic of compound interest. DISCLOSURES This type of account is a Discretionary Managed Account.…
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Q. How much can I withdraw from my smart portfolio?
You can request a withdrawal from your smart portfolio for up to the total value of your Smart portfolio — minus any pending withdrawals. For example, if your Smart portfolio is worth $1,000, you can request a withdrawal for the full balance of $1,000 or any number up to $900.…
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