How do I edit my recurring transactions amount/schedule?
You can edit your Auto-Stash by opening the app and navigating to the Recurring Transactions page. If you are on an Android, this will be listed in the primary navigation menu. If you are on iOS, it will be listed under Account.
Adjust the Recurring Transactions amounts
Open the Recurring Transactions tab and select Auto Invest. This displays the funds in your portfolio, the total amount of your recurring transactions, and which investments your funds are being allocated to. To edit the recurring transactions amount for an investment, tap on the dollar value listed next to the investment. On the following screen, tap Set Recurring Transactions. Set the amount, then tap Done to confirm your changes.
Change execution date
To adjust when the next Auto-Stash will take place. Tap Recurring Transactions, then Auto Invest. Adjust the date you would like the recurring transaction to occur.
To pause recurring transactions, select the three dots on the upper right corn and Pause. Any changes to your recurring transactions will take place on the next execution.
Please note, you can only set up recurring transactions for investments you currently own. If you do not own an investment, make a regular manual purchase and you will be prompted with an option to set recurring transactions.
If you need further assistance, feel free to email our support team at support@stash.com or call us at 800-205-5164.
Related questions View all
-
Q. I Didn’t Transition my Stash Banking Account, Now What?
Stash has begun the process of closing all banking accounts that were managed by our old banking partner in order to provide a new banking experience for our customers. Stash banking accounts will now be managed by Stride Bank, N.A. All banking accounts managed by our old banking partner will be inaccessible on and after January 11.…
-
Q. Freeriding: Definition, Examples and Penalties
What’s freeriding? Freeriding happens when someone buys a security with unsettled funds in the account and subsequently sells the security before fully paying for it. Please note that securities freeriding is a violation of the Federal Reserve Board’s Regulation T. Freeriding example 1: Alan has $0 cash available to trade.On Tuesday morning,…
-
Q. Stash Banking: Account Setup Checklist
We’ve changed banking partners to Stride Bank, N.A.—an exciting step that comes with enhanced benefits for you. Not sure if your new banking experience is fully set up? We’ve got you. Use this checklist to ensure you’ve unlocked all your new benefits.…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question