How do I add funds to my Personal Portfolio?

Follow these steps to make a one-time deposit:

• Use this link to begin a transfer.
• Enter the dollar amount you would like to transfer.
• Select your desired source of funds as the “From” account.
• Select your Personal Portfolio as the “To” account.
• Verify the transfer details and click the Transfer button to initiate the transfer.

Transfers made before 3:30 p.m. ET are generally available to invest using Personal Portfolio Cash within minutes. Transfers made after this time will process on the next available business day.

 

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How do I purchase an investment for my Personal Portfolio?

 

In the app:

• Decide what investment you would like to purchase.
• Tap into the investment and tap the blue Invest button.
• Enter the amount you wish to invest.
• Select your desired source of funds as the “From” account.
  • Your Personal Portfolio Cash represents the funds in your Personal Portfolio that are not invested. 
• Select your Personal Portfolio as the “To” account.
• Verify the details and tap the Invest button to initiate the investment.

On the web:

• Decide what investment you would like to purchase.
• Click on the investment and click the blue Invest button.
• Choose your desired source of funds for this investment.
  • Your Personal Portfolio Cash represents the funds in your Personal Portfolio that are not invested. 
• Select your Personal Portfolio as the location for your investment.
• Enter the amount you wish to invest and click the blue Continue button.
• Verify the details and click Confirm to initiate the investment.

Note: If you would like to make this a recurring investment, use this article to learn more about managing your Auto-Stash settings.

 

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How do I sell the investment(s) in my Personal Portfolio?

 

• Select the My Stash tab.
• Scroll down to the “Accounts” section and select your Personal Portfolio.
• Scroll down to the “Top Holdings” section and select View all investments.
• Select the investment you would like to sell. 
• Tap the Sell button
• Enter the dollar amount that you would like to sell and click Sell. Follow the prompts to confirm the sale. 
  • You must complete this process for each investment you wish to sell.
• These funds will be available on the next business day. Note that if you have purchased this investment within the last week, there may be additional delays.
• To transfer available funds, see the How do I transfer funds from my Personal Portfolio to another account? section of this guide.

 

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How do I turn on or edit the Auto-Stash contributions for my Personal Portfolio?

Use this link for detailed guidance for everything Auto-Stash! This will walk you through how to set or edit your Auto-Stash amount and frequency.

 

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How do I transfer funds from my Personal Portfolio to another account?

 

• Use this link to initiate a transfer. 
• Enter the dollar amount you would like to transfer out of your Personal Portfolio.
• Select your Personal Portfolio Cash as the “From” account.
  • Note: If you were expecting to withdraw more than the dollar amount listed, you may need to wait for recent sales to settle or sell other investments in your Personal Portfolio.
• Select your desired destination of the funds as the “To” account.
• Follow the prompts and confirm the transfer.
  • You can expect transfers to reach your Stash Banking account within 1 business day, and within 2-3 business days for all other accounts.

Note: If you are looking to transfer your investments directly to another broker, you will have to initiate an ACAT transfer from your new brokerage account. Use this link for specific details about ACAT transfers from Stash to a different brokerage account.

 

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How do I see the performance of my Personal Portfolio?

In the app:

• Tap the My Stash tab to get to the home page of the Stash app.
• Scroll down to the “Accounts” section and select your Personal Portfolio.
• Scroll down to the “Investing Performance” section.
  • Here you will be able to view your all-time return on this portfolio, as well as the total dollar amount of dividends you have received.
• To review the return on a specific investment, open the investment in your portfolio and select Position to view its performance metrics.

On the web:

• Use this link to go to your My Stash page.
• Click on your Personal Portfolio.
• Scroll down to the “Total returns” section.
  • Here you will be able to view the total dollar amount you have invested in your Personal Portfolio and your all-time return on those investments.
• To review the return on a specific investment, open the investment in your portfolio and select Position to view its performance metrics.

 

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How do I close my Personal Portfolio?

If you wish to stop using your Personal Portfolio, you can sell your investments and transfer the funds out of your portfolio. Once you reduce your balance to zero, there is no more action needed on your part. You can fund it again at any time.

If you want to close your entire Stash subscription, check out this article.