What is a risk profile?
We build a personalized risk profile to help you decide which investments are most appropriate for you. This is done by factoring in your age, income level, and when you think you’ll need to use the money you’re investing. Your risk profile helps you pick out stocks, ETFs, bonds, and other investments to help you realize your financial goals. Your risk profile is calculated according to your risk tolerance and investment time horizon.
Want more information? Check out this video below.
Related questions View all Tips & Guidance
Q. Why can’t I add more investments to my Set Schedule?
You may have reached the Set Schedule investments limit. Stash has a limit of 500 Set Schedule allocations for all Stashers to avoid an error that could put your Set Schedules at risk of not executing. To add new investments to Set Schedule,…1
Q. What’s Plaid?
Plaid is a technology that allows for people to connect their financial accounts to a mobile application. It makes it possible for your external bank and Stash to talk to one another. When you link Stash to your external bank, Plaid encrypts your bank information,…2
Q. How do I opt out of Plaid?
You can easily opt out of Plaid in the app. Here’s how to get started: From the Home screen, tap your account icon in the top left corner Tap on Personalization & Data below Privacy & Legal Tap Opt-out of transaction data sharing at the bottom of the screen …1
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