Stash
A personalized investing platform offering automated portfolio management and financial advice.
Overview
Stash is a robo-advisor platform that provides personalized investment advice and automated portfolio management through its Smart Portfolio feature. It allows users to invest in fractional shares of thousands of stocks and ETFs, enabling diversified portfolios tailored to individual financial goals.
The platform supports recurring investments on daily, weekly, or monthly schedules, helping users build wealth consistently regardless of starting amount. Stash also offers custodial accounts for minors and retirement accounts such as traditional and Roth IRAs.
Stash integrates expert-managed portfolios with self-directed investing options, providing real-time advice on stock purchases and portfolio balance. The service includes features like a Stock-Back® Debit Card that rewards users with stock as they spend.
Key Features
- + Award-winning Smart Portfolio automated management
- + Fractional shares investing in thousands of stocks
- + Personalized investment advice and stock picks
- + Recurring investment scheduling (daily, weekly, monthly)
- + Custodial accounts for minors
- + Traditional and Roth IRA retirement accounts
- + Stock-Back® Debit Card rewards with stock
- + Real-time portfolio balancing advice