Smart Portfolio
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Q. How do I close my Smart Portfolio?
If you only want to close your Smart invest account, but leave your subscription open, you’ll need some help. To get this process started, please contact us at 800-205-5164 from 8:00 a.m.-8:00 p.m. ET Monday-Friday, and from 10:00 a.m.-6:30 p.m. ET Saturday and Sunday,…
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Q. Do I have to pay taxes on my Smart Portfolio?
Smart Portfolios are structured as taxable personal accounts. This means that the tax implications for your Smart Portfolio are almost the same as those for your Personal Portfolio. In general, investments sold at a gain will be subject to taxes on the difference in the purchase price and the sale price.…
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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. …
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Q. How long does it take for money to transfer in, out and within Stash?
Our mission here at Stash is to make investing as simple as possible. Part of that is facilitating safe, secure, and speedy transfers. While we make each transfer as quickly as possible, not every transfer has the same processing speed. Click below to jump ahead: Viewing transfer status Transfers into Invest from an external bank Transfers into Stash Banking from an external bank Transfers out of Stash to a linked external bank Transfers within Stash between Invest and Stash Banking Cash deposit Selling investments,…
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Q. Withdrawing from your 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 account or your external bank account.…
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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] …
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