Can I sell a portion of my investment?
Yes, you can sell part of an investment. However, if you are looking to sell just a portion of a specific investment, we require you to keep at least 10% and/or at least $5 of that investment at the time of sale (whichever comes first).
Why do I need to keep at least 10% or $5?
We do this to help you reduce the risk of price fluctuations that may cause you to sell more of an investment than you actually own.
There are no restrictions when selling your entire investment.
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Q. What does my Total Stash Value include?
Total Stash Value is the total value of all the investments and cash in all your Stash accounts as of the date and time you log onto the app. For example, if you have opened both personal and retirement portfolios,…0
Q. How are Stash Invest fees calculated?
Fees are calculated on the average daily balance of the previous monthly period and are billed during the monthly period for which investment advisory services are performed. Remember, the monthly advisory fee is based on the full previous monthly period…55
Q. Will I still pay the 0.25% fee if the market changes and my portfolio falls below $10,000?
It depends. We use the average daily balance in your account each month to calculate your fees. This means, if the average daily balance for your Stash Retire account is less than $10,000, then your monthly fee will be $2…149
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