Why should I sign up for a Smart Portfolio?
There are lots of reasons to choose Smart! Smart Portfolio helps you build long-term wealth at any time—regardless of your financial background or level of investing experience. It’s an excellent option for those who are looking for a “set-it-and-forget-it” approach to investing. Smart Portfolio is administered by investment experts that continuously monitor your holdings and keep it consistent with the amount of risk that’s right for you.
DISCLOSURES
A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage. The Investment team built these portfolios with the goal of optimizing risk-adjusted returns achieving this through utilizing the diversification benefits highlighted by modern portfolio theory. Portfolios aim to optimize returns given client’s risk profile. Stash does not guarantee any level of performance or that any client will avoid losses in the client’s account. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal.
Related questions View all Smart Portfolio
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Q. StashWorks Employee FAQs
Why should I enroll in StashWorks? Stash makes saving money easy, fun and rewarding for millions of customers. On StashWorks, you can automatically put money into a saving solution, instantly access your funds in case of an emergency, and take unlimited advantage of a wealth of financial content and guidance to build confidence and good habits along the way.…
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Q. StashWorks Contribution Streaks
Looking to take control of your finances? As a StashWorks customer, you can earn up to $55 by setting up payroll contributions into your Stash account. To get started, set up a direct deposit from the employer who sponsors your StashWorks subscription to your Stash banking account,…
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Q. IRA Close or Withdrawal State IRA Withholding Requirements
Traditional IRA required state withholdings. If you’re requesting to make a partial withdrawal from your Traditional Individual Retirement Account (IRA), or to close it completely, you’ll need to fill out a withdrawal form before the account can be closed. On this form,…
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