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,…
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.…
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.…
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. What is rebalancing? When does my Smart Portfolio rebalance?
Smart Portfolios contain various funds that have been pre-selected by the financial team at Stash. When you fund your Smart Portfolio, your specific mix of investments that make up your Smart Portfolio will aim to suit your risk profile. [Learn more about risk profiles here] Over time,…
Q. Why should I sign up for a Smart Portfolio?
There are lots of reasons to choose Smart! Smart Portfolio helps you build long-term wealth at any time—regardless of your financial background or level of investing experience. It’s an excellent option for those who are looking for a “set-it-and-forget-it” approach to investing.…
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