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.
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
Q. Managing Your Stock-Back® Debit Card
Stash makes managing your Stock-Back® Debit Mastercard® easy. You can order a new card, activate your card, How can I order a new card? You can easily order a replacement Stock-Back® Card1 24/7 right from your Stash account.…
Q. Securities Lending
Securities lending is a kind of investment activity that allows whole-share owners of securities to earn extra income by loaning out their shares. Partial share owners are not eligible for securities lending. The owner of the whole-share (the lender) loans their securities to a financial institution,…
Q. Linking your External Bank Account with Micro-deposits
Looking for an easy way to transfer money on and off of Stash? Link your external bank account to your Stash account! There are two ways to link your external bank account to Stash: Login to your external bank account from the Stash website [learn more here] Request micro-deposits into your external bank account [keep reading below for more info] Micro-deposits are two small amounts (usually less than $0.50) that Stash deposits into your external bank account.…
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Fiduciary 101: Why it’s Our Job to be Your Advocate
It’s a big word that means a lot when it comes to handling your money. It defines a relationship built on trust and duty.