In order to be eligible to open a Smart Portfolio, you must be approved from an account verification perspective and open a brokerage account.
Build wealth your way with Smart Portfolio§, our robo-advisor that invests for you based on your goals. Just add cash and we’ll do the rest.
Our diversified investment picks include exposure to stocks, bonds, and cryptocurrency.**
If your portfolio drifts away from its target allocation, we’ll automatically rebalance it quarterly.
Build wealth on the regular with the help of Auto-Stash.
The Stash Investment Team^ oversees the selection and allocation of your Smart Mix.
Add or remove cash, and we’ll automatically move you closer to your ideal investment mix.
We’ve made it easy to get exposure to crypto with Smart Portfolio.
Instantly get a diversified portfolio when you sign up for Smart Portfolio with our Stash+ or Stash Growth subscriptions. Also bank without hidden fees†, plan for retirement with our IRAs4, and get customized advice every step of the way.
Stash’s Smart Portfolio automates investing for you by making diversified investments that align with your goals. Stash's Investment Committee researches each fund and creates a personalized portfolio based on your risk level. When you put cash in a Smart Portfolio, it will automatically add money to your Smart Mix.
A robo-advisor is another way to refer to automated investing—it’s the process of using technology to automatically build and manage a portfolio.
Beginner or pro, anyone can use a Smart Portfolio for hands-off, stress-free investing.
When you open a Smart Portfolio, we use your investing risk level and trusted financial research to build you a custom portfolio mix. All you need to do is add cash and we’ll take it from there. If your portfolio drifts 5% away from its target allocation, we’ll rebalance it quarterly.
Access to a Smart Portfolio is included in Stash Growth and Stash+. Learn about our plans →
It’s pretty simple. Answer a few questions about your investment needs and a portfolio is instantly created for you.
A Smart Portfolio can work with any budget—you just need $5 to start.