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How do I invest my funds?

Our mission—and our vision—is to provide a comprehensive, easy-to-understand platform for anyone who wants to invest. We’ve made the process as easy as possible. You can do all of this in the app. Here’s how it works.

To purchase a new investment:

  • From the Home screen, tap Invest on the bottom navigation bar.
  • Tap Invest.
  • Tap Invest again in the app, or Find an investment if online.
  • On this page you’ll be able to browse or search for all investments on Stash. Select the one you’d like to purchase.
  • This brings up the overview page for the selected investment. Tap Buy at the bottom to continue.
  • Choose either Buy or Invest on a schedule.
  • Select which account this investment is for, then tap Next.
  • Enter the dollar amount you’d like to purchase and select your Funding source from the drop-down menu.
  • Click Buy to complete your purchase.

To purchase more of an investment you already own:

  • From the Home screen, tap Invest on the bottom navigation bar.
  • Scroll down to the Portfolio breakdown and tap the investment you’d like to purchase more of.
  • Tap Buy/Sell at the bottom, then tap Buy.
  • Choose which account you’d like this investment for, then tap Next.
  • Choose the dollar amount and the Funding source, then tap Buy to complete your purchase.

 


DISCLOSURES

*These instructions apply to IRAs, Custodial accounts, and your Personal Portfolio. 

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