Smart Portfolio
Smart Portfolio
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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. 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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Learn Weekly
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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. 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. 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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