• 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.…

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• 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.…

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• 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  If your withdrawal request is rejected for any reason, we’ll hold onto the withdrawn cash in your Stash account for up to 5 business days.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.…

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• 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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• Q. How do I withdraw money from my 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 account1 or your external bank account.…

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• 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.…

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• Q. When will my trades get executed in my Smart portfolio?

  Once your money has completed the transfer and arrived in your account, we’ll execute your trades. Typically, this takes 1-2 business days. Please note that a business day is Monday through Friday, excluding weekends and US market holidays. DISCLOSURES This type of account is a Discretionary Managed Account.…

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• Q. How long does it take for money to transfer in, out and within Stash?

  Our mission is to make investing your money 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. We’ll go over the time frame for our transfers below.…

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• Q. Can I modify the smart portfolio, ie. add stocks?

  Nope. Smart Portfolios are managed for you by a team of investment experts who are part of the Investment Team. The team uses your individual risk profile to make investment decisions, and it’s impossible to add a different asset without changing overall riskiness.…

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• 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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• 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.…

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