What is Auto-Stash?
Our new and improved Auto-Stash is a set of tools that can help you save and invest automatically. These include Set Schedule, Round-Ups, and Smart-Stash. With Auto-Stash, you can automatically set aside money for your personal investment, retirement, or custodial account.
Please note: at this time, you can only use Round-Ups and Smart-Stash to set aside money for your cash balance. Set Schedule allows you to contribute money to your personal investment, retirement, or custodial account, or personal investment account cash balance.
Related questions View all Auto-Stash
Q. How do I cancel, stop, or modify a transfer?
If you’d like to cancel a transfer of any kind, don’t fear—it’s a very simple process. We’ve outlined the steps you’ll need to take below depending on the type of transfer you’d like to cancel, stop, or modify. Please keep in mind that we can only cancel transfers marked as “pending,” so you’ll want to take action before the transfer clears.…2
Q. How do I remove contributions or transfer or withdraw money from my retirement account?
Please note you may be charged penalties for transferring money out of your retirement portfolio early. Any penalties come from the IRS. For any specific questions, reach out to a tax professional. This will not cancel your subscription. If you want to transfer invested money out of your retirement portfolio,…1
Q. What are Mergers and Acquisitions (M&As)?
Mergers & Acquisitions (M&A) occur when companies expand, combine, or break apart in order to improve their core business(es). There are two parties in an M&A deal: The acquirer, the company purchasing another company, and the acquiree, the company being purchased and acquired.…2
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