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What is the minimum requirement for a Smart Portfolio?

You’ll need $5 to fund a Smart Portfolio. Why? These accounts are a diversified mix of a handful of investments, and the Stash Investment team has determined that $5 is the minimum threshold to effectively invest the Smart Portfolio in that mix, at the intended proportions. 

If market volatility causes your Smart Portfolio balance to fall below $5, that’s okay—your portfolio will remain invested. 

 


DISCLOSURES

A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage.

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