How do I edit my Auto Stash amount/schedule?
You can edit your Auto-Stash by opening the app and navigating to the Auto-Stash 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 Auto-Stash amounts
Open the Auto-Stash tab and select Set Schedule. This displays the funds in your portfolio, the total amount of your Auto-Stash, and which investments your funds are being allocated to. To edit the Auto-Stash amount for an investment, tap on the dollar value listed next to the investment. On the following screen, tap Set Auto-Stash. Set the amount, then tap Done to confirm your changes.
Change execution date
To adjust when the next Auto-Stash will take place. Tap Auto-Stash, then Set Schedule. Adjust the date you would like he Auto-Stash to occur.
To pause Auto-Stash, select the three dots on the upper right corn and Pause. Any changes to your Auto Stash will take place on the next execution.
Please note, you can only set up Auto-Stash 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 Auto-Stash.
If you need further assistance, feel free to email our support team at email@example.com or call us at 800-205-5164.
Related questions View all
Q. Why Am I Still Receiving Statements?
We at Stash are legally required to send our clients statements for their account(s) in any month in which there was any activity or funds in the account. If you believe you should not have received a statement, log back into your account to see if your accounts are fully closed and… If you are fully closed with no funds in any of your account(s): Since your account is now fully closed and unfunded this would be your final statement.…
Q. Trying to Link your Stash with TD Bank?
As of April 25th, 2022, at 12:01a.m. ET, TD Bank implemented a change that requires all institutions, including Stash, to re-link once every 90 days if you linked your account via the Instant Link option using Plaid. What this means for Stash customers who are linked to a TD Bank account: This will not impact any deposits you make from your account,…
Q. Why did you sell part of my investments to cover my monthly subscription fee?
The way we initially attempt to charge the fee differs. We’ll try to pull from your Portfolio cash, linked debit/credit card, or Stash Banking1 balance first. If that doesn’t work, then we’ll sell a portion of your holdings in your Personal Invest Portfolio to cover the fee.…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.Ask your question
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.
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.