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. Stash makes things simple with our four investment portfolio options. As each portfolio type serves a different purpose, you may invest in any or all of these. What’s important is that you have options to get to the next level of your investment goals. …
Q. Can I transfer money or investments between my Personal Portfolio and Smart Portfolio?
At this time, you’re not able to transfer money in between your Personal Portfolio and Smart Portfolio. However, Stash makes it easy to transfer money from your Stash banking account or external bank account to your Smart Portfolio. [Learn how to make a transfer here] …
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. …
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