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 email@example.com or call us at 800-205-5164.
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