Stash Learn
Get Stash

How do I change my Set Schedule settings?

You can adjust your Set Schedule in the app or on the web.

To adjust Set Schedule on the app:

To change the amount

  1. Go to Auto-Stash (tab on iOS, menu item on Android)
  2. Select Set Schedule
  3. Choose your portfolio  
  4. Tap the investment you want to change
  5. Enter the amount you want to set
  6. Select Save to confirm your change

To change the frequency

  1. Go to Auto-Stash (tab on iOS, menu item on Android)
  2. Select Set Schedule
  3. Choose your portfolio  
  4. Under Frequency, tap the drop-down menu to adjust how often your Set Schedule will be triggered

You’ll remain on the Set Schedule management screen once you’ve made your changes. To adjust more than one Set Schedule setting, simply repeat the process.

To adjust Set Schedule on the web:

  1. Log in to your account and navigate to Auto-Stash under the Save section and click See All
  2. Select Set Schedule and variable you’d like to change (frequency, amount, etc.) and make the appropriate adjustment(s)
  3. Scroll down and click Save

Related questions View all Auto-Stash

Didn’t find your question?

Tell us what you’re looking for, and we’ll search for resources that could help.

Ask your question

Learn more

Stash

The Stash Way: Our Investing Philosophy

Stash

Fiduciary 101: Why it’s Our Job to be Your Advocate

It’s a big word that means a lot when it comes to handling your money. It defines a relationship built on trust and duty.

Teach Me

Debt and Equity: What Every Smart Investor Needs to Know

You can invest in debt & in equity, but do you really know what that means? We break down the jargon.