In order to be eligible to open a Smart Portfolio, you must be approved from an account verification perspective and have an active brokerage account on Stash.
Our investment picks are guided by trusted financial research^ and your own risk level.
Invest what you can
afford—start with $5.
Just add cash to your Smart Portfolio, and we’ll take it from there.
Add or remove cash, and we’ll automatically move you closer to your ideal investment mix.
If your portfolio drifts 5% away from its target allocation, we’ll rebalance it quarterly.
Stash Growth and Stash+ both include access to a Smart Portfolio.
Disclosure: For a select group of clients, each plan will include Financial Counseling Advice (i.e Impersonal Investment Advice) as it relates to one or more guides, education materials about investing and financial planning, along with access to open brokerage accounts and a bank account. The subscription fee is due if a client is receiving Financial Counseling Services regardless of whether or not a client elects to open and/or use a brokerage account. Click here for more details.
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 →
Beginner or pro, anyone can use a Smart Portfolio for hands-off, stress-free investing.
Yes. You can still manage your own personal or retirement portfolios on Stash, plus add a Smart Portfolio if you choose.
In addition to personal brokerage accounts, Stash also offers retirement accounts (Traditional or Roth IRA)4 and custodial investment accounts5—also known as investment accounts for kids under 18 years old. Each of these accounts includes fractional share investing, automated tools, and unlimited advice.
Your access to these types of investment accounts depends on the Stash subscription plan that you choose. Our plans start at just $1/month,† and you can switch or cancel at any time.§
Stash is a personal finance app that simplifies investing, making it easy and affordable for everyday Americans to build wealth and achieve their financial goals.
Stash was built with a simple philosophy: everyone should have access to investing. Thanks to fractional shares, anyone can invest in the stock market with $5 or less. And along with other investing and saving tools, like the Stock-Back® Card,1 Stash helps more than 5 million people reach their financial goals. (This is not an endorsement or a statement of satisfaction by any Stash client and is defined by the number of clients who have e-signed.)