Can I Make Crypto Investments Part of my Recurring Transactions Allocation?
Great news! You are now able to add cryptocurrency investments to your auto invest schedule. Follow the steps in this article to add a new auto invest schedule, or update an existing one.
Add new auto invest schedule:
On the app:
- Login to the Stash app.
- Tap Investing on the bottom of the screen.
- Tap Personal portfolio.1
- Tap Explore all investments.
- Tap Crypto.
- Browse the coins we offer and locate the one you want to set up an auto invest schedule for.
- Tap Buy, then tap Invest on a schedule.
- Follow the prompts to set up your auto invest instructions.
On the web:
- Login to the Stash website.
- Click Investing at the top of the screen.
- Click the Personal Portfolio tile.
- Click Explore all investments.
- Click Crypto at the top of the screen.
- Browse the coins we offer and locate the one you want to set up an auto invest schedule for.
- Enter the amount you want to invest, then click the blue Invest in button
- Follow the prompts to set up your auto invest instructions.
Update existing auto invest schedule:
On the app:
- Login to the Stash app.
- Tap Invest at the bottom of the screen.
- Tap on your Personal portfolio.1
- Tap Automate Investments.
- Tap the auto invest schedule you want to update.
- Follow the prompts to change your investment amount, funding source, and next transfer date.
On the web:
- Login to the Stash website.
- Click Invest at the top of the screen..
- Scroll down to the Investing section, then click on the portfolio you want to update your auto invest for.
- Click Manage auto invest.
- Click the Auto invest tile.
Follow the prompts to change your investment amount, funding source, and next transfer date.
Disclosures:
Cryptocurrency trading and execution services are provided by Apex Crypto LLC (NMLS ID 1828849) through a software license agreement between Apex Crypto LLC and Stash Financial, Inc. Apex Crypto is not a registered broker-dealer or a member of SIPC or FINRA and is licensed to engage in virtual currency business activity by the New York State Department. Cryptocurrencies are not securities and are not FDIC or SIPC insured. Advisory products and services are offered through Stash Investments LLC, an SEC registered investment adviser. Cryptocurrency is a highly volatile investment; please ensure that you fully understand the risks involved before trading crypto. Visit apexcrypto.com/legal.
1 Your cash and securities are held in your brokerage account at Apex Clearing, and your cryptocurrencies are held in your crypto account at Apex Crypto.
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