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
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Q. TurboTax Direct Import
Great news – if you are using TurboTax to file your taxes this year, TurboTax will allow you to log in with your Stash account number and Social Security Number, and directly import your tax documents into TurboTax! No more downloading your tax documentation and manually uploading them.…
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Q. A Letter from the Stash Investment Team: Adding Crypto to Smart Portfolios
Today Stash is excited to introduce Smart Portfolio with cryptocurrency exposure, an essential part of a future-proofed portfolio.Stash was founded to empower everyday Americans to build wealth. That’s why, since day one, we’ve committed to being a registered investment advisor. We serve our customers’ best interests,…
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Q. What Tax Forms Does Stash Send?
You will receive an email when your tax forms become available. The email will come from taxnotifications@apexfintechdocuments.com. You can access historical documents year round in the Tax Documents section of Account Management. Stash will make your relevant tax documents available online on or before February 15,…
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