What’s a portfolio?
A portfolio is just the term for the set of investments you own. Think of it like a wallet. It contains all of your investments, including individual stocks, ETFs, and bonds. Your portfolio is also a reflection of your investment interests, financial goals, personal beliefs, and risk tolerance.
If you want to learn more about diversifying your portfolio, we’ve got you covered.
Related questions View all Tips & Guidance
-
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.…
1 -
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.…
0 -
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.…
1
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question
