Q. Is there a limit to how much I can transfer from my external account to my Stash Invest accounts?
The current one-time transfer limit from an external bank account to Stash Personal Portfolio/Custodian/Smart Portfolio is $10,000 and from an external bank account to Stash Retire is $6,000.…
Q. What’s the deal with Smart Portfolio taxes?
Because Smart Portfolio is structured as a taxable personal account, the tax implications for your Smart Portfolio are almost the same as those for your Personal Portfolio. In general, a security sold at a gain will be subject to taxes on the difference in the sales price and the cost of purchase.…
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.…
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. What happens if my withdrawal gets rejected?
If your withdrawal request is rejected for any reason, we’ll hold onto the withdrawn cash in your Stash account for up to 5 business days. During this time period, you can retry the withdrawal request. If it’s still unsuccessful, we’ll reinvest this money into your portfolio.…
Q. How can I close my Smart investing account?
If you want to close just your Smart invest account, you’ll need some help. Contact us at Support to get the ball rolling. The procedure to close your account and cancel your subscription is different depending on which type of subscription plan you’ve chosen.…
Q. What is a Smart portfolio and what is the approach to investing in a Smart portfolio?
A few features of the Smart portfolio make it, well, smart. The portfolios are built by a team of investment experts who are part of the Stash Investment Team. TA Smart portfolio is also tailored to your Stash risk profile, which takes your risk tolerance and time horizon into consideration.…
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