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FAQ: Auto-Stash Settings

How do I navigate to my Auto-Stash settings?
  1. Use this link to navigate to your Auto-Stash settings.
  2. To view portfolio specifics or fine-tune any settings, simply click into each portfolio or account.
How do I set up Auto-Stash?
Smart Portfolio:
  1. Open this link and select your Smart Portfolio
  2. Enter the amount you wish to contribute
  3. Contributions are set to weekly by default, but you can select a different frequency in the dropdown.
  4. Select your funding source.
  5. Verify the details on your screen and follow the prompts to complete the setup.
Personal, Retirement, and Custodial accounts:
Portfolio cash:
  1. Go to your Auto-Stash settings.
  2. Select the account where you want to set up Auto-Stash.
  3. To add cash to a portfolio, select the Set up button next to “Portfolio Cash.”
  4. Enter the amount you wish to contribute.
  5. Edit and/or review the settings and click the Confirm button to begin adding cash to your account at the displayed frequency.
A specific investment:

Be sure to download the Stash App for the best experience.

In the app:

  1. Select the investment and tap the blue Invest button.
  2. Enter the amount you would like to invest on a regular schedule.
  3. Set your desired source of funds as the “From” account
  4. Set the desired location of your recurring investment from the “To” section
  5. Toggle on the option to add this investment to Auto-Stash.
    1. The default setting will have contributions occur weekly, but you can modify these settings on the next screen by tapping Manage Auto-Stash.
Recurring cash transfers to Stash Banking:
  1. Go to your Auto-Stash settings and select Banking (Cash Balance).
  2. To add cash to a portfolio, select the Set up button next to “Cash Balance.”
  3. Enter the amount you wish to contribute.
  4. Select the desired transfer frequency and the date of the first transfer.
    1. Follow the prompts to confirm the recurring transfers from your external bank, the displayed amount, and frequency.
How do I change my Auto-Stash settings?
Source of funds:
  1. Navigate to your Auto-Stash settings.
  2. For each account where you would like to change the funding source, click the account to view its settings.
  3. Under “Source“, verify that the payment method is the desired source of funds.
  4. If you would like to change it, click the Edit button.
  5. In the pop-up, select your desired source account and click Update.
    1. If your bank isn’t listed, learn how to link it in this guide.
Contribution frequency:
  1. Navigate to your Auto-Stash settings.
  2. Click on the portfolio with the contribution frequency you would like to change.
  3. Set the “Frequency” to your desired cadence.
  4. Review and follow the prompts to confirm your changes.
Amount or allocation of funds:
Smart Portfolio:
  1. Navigate to your Auto-Stash settings.
  2. Select your Smart Portfolio
  3. Enter the new dollar amount you wish to have invested at the given frequency.
  4. Follow the prompts to confirm your new contribution amount.
Personal, Retirement, and Custodial accounts:
  1. Navigate to your Auto-Stash settings.
  2. Select the portfolio you want to edit.
  3. Scroll down to see your current allocation across the investments in this portfolio.
  4. Click on the investment you want to edit, enter your new amount, and click the blue Update button.
  5. Review your changes and select the Confirm button.
Stash Banking¹:
  1. Navigate to your Auto-Stash settings.
  2. Select your Stash Banking account.
  3. Enter the new dollar amount you wish to transfer at the listed frequency.
  4. Follow the prompts to confirm your new transfer amount.

(1) Stash Banking services provided by Stride Bank, N.A., Member FDIC.

How do I pause Auto-Stash on one of my accounts?
In the app:
  1. Navigate to your Auto-Stash settings.
  2. Select the account in which you want to pause Auto-Stash.
  3. Press the three dots at the top of your screen, and click the Pause button in the pop-up
    1. You can pause and set a date for contributions to resume.
  4. If you need to pause auto-stash indefinitely, select Pause for longer.
  5. Review and finalize your changes. You can resume your contributions at any time.
On the web:
  1. Navigate to your Auto-Stash settings.
  2. Open your portfolio and scroll to the bottom of your screen. Click the Pause button.
  3. Use the calendar to select the next date for contributions to resume and click Continue to confirm your changes
  4. If you need to pause Auto-Stash indefinitely, select Pause for longer.
  5. Review and finalize your changes. You can resume your contributions at any time.
How do I resume my Auto-Stash contributions?
For an entire portfolio or account:
  1. Navigate to your Auto-Stash settings.
  2. Click the portfolio you want to resume, opening the account’s Auto-Stash settings.
  3. Click the blue Resume button.
  4. Your contributions will resume with the same settings as before.
For a specific investment:
  1. Navigate to your Auto-Stash settings.
  2. Select the portfolio you would like to manage,
  3. Find the investment you would like to resume Auto-Stash for and select it.
  4. Enter the amount you would like to Auto-Stash for this specific investment, and follow the prompts to confirm.

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