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Q. Do I have to pay taxes on my Stash Invest investments?

Stash Invest accounts are taxable brokerage accounts. You are required by the IRS to report income earned from capital gains and other applicable distributions. This means you will need to pay taxes on money you make through capital gains, dividends, and income interest.…

Q. What are my Stash investment portfolio choices?

Investing can feel overwhelming if you don’t know where to start. It’s why Stash makes things simple with its four investment portfolio options: Investing simplified: Personal Portfolio: Stash’s Personal Portfolio is intended to combine a high degree of flexibility on your part,…
Q. Can I transfer money or investments between my Personal Portfolio and Smart Portfolio?

You can transfer money between your external bank account or Stash banking account into any Stash portfolio (Personal, Smart, Retire, Kids). However, you cannot transfer funds directly between your Personal and Smart Portfolio. Disclosures A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage.…

Q. Why did you sell part of my investments to cover my monthly subscription fee?

The way we initially attempt to charge the fee differs. We’ll try to pull from your Portfolio cash, linked debit/credit card, or Stash Banking¹ balance first. If that doesn’t work, then we’ll sell a portion of your holdings in your Personal Invest Portfolio to cover the fee. …
- charged portfolio for subscription fee
- charged subscription fee

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