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 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If your withdrawal request is rejected for any reason, we’ll hold onto the withdrawn cash in your Stash account for up to 5 business days.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 only want to close your Smart invest account, but leave your subscription open, you’ll need some help. Contact us at Support to get the ball rolling. The procedure to close your account and 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.…
Q. How long does a withdrawal take from a Smart portfolio?
When you request a withdrawal from your Smart portfolio, we’ll take over. First, we sell off the required amount of holdings to match your withdrawal request. Investment sales are required to satisfy your withdrawal request and may take up to two business days to complete and settle.…
Q. How much can I withdraw from my smart portfolio?
You can request a withdrawal from your smart portfolio for up to the total value of your Smart portfolio — minus any pending withdrawals. For example, if your Smart portfolio is worth $1,000, you can request a withdrawal for the full balance of $1,000 or any number up to $900.…
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.…
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