How do I withdraw money from my smart portfolio?
Withdrawing money from your Smart portfolio works the same way as withdrawing from any other Stash portfolio. It can be done in the app or online. When you withdraw funds, you can choose to transfer them to your Stash banking account1 or your external bank account.
Navigate to your Smart portfolio from the Stash app or website and select Transfer. Follow the prompts, which will ask you which account you’d like to transfer the funds to. When you’ve confirmed the amount of money and which account you’ll be transferring to, we can initiate the transfer.
Please note, Investment sales are required to satisfy your withdrawal request and may take up to two business days to complete and settle. It may take up to three additional business days for the funds to appear in your bank account.
New deposits made in your account while your withdrawal request is processing may cause both your withdrawal request and your deposit(s) to take longer to process. Actual transfer amount might vary slightly depending on market fluctuations. If the withdrawal request is rejected, we will hold the withdrawn amount of cash in the Stash Account for 5 business days. You may retry the withdrawal request within this time period. If the withdrawal is unsuccessful, funds will be reinvested into the Stash Account.
This type of account is a Discretionary Managed Account. This is an individual taxable brokerage account that Stash has full authority to manage according to a specific investment mandate.
Related questions View all Smart Portfolio
Q. Who made these Smart portfolios?
Smart portfolios investment decisions are made by experts*—the Smart Investment Team, who have experience executing successful trade strategies for customers. DISCLOSURES *This type of account is a Discretionary Managed Account. This is an individual taxable brokerage account that Stash has full authority to manage according to a specific investment mandate.…1
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.…2
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.…1
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