Recurring Transactions
Recurring Transactions
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Q. What is Auto Invest?
Auto Invest allows you to set aside money for your Stash investing accounts automatically. You can select the amount you want to save, and save regularly on a schedule that works for you. With auto invest, you can set aside money into your cash balance,…
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Q. What Account does Auto Invest Deposit my Money Into?
You can use auto invest to deposit money into any of your Stash accounts. This includes personal investment, retirement, custodial accounts. If you’re not sure where you want to put your money, you can set your auto invest to add money to your cash balance.…
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Q. Why is Stash taking money from my account?
If you’re noticing money being transferred from your bank account to Stash, you likely have one of the recurring transactions features turned on (auto add cash, auto invest, or Round-Ups). Recurring transactions are a collection of features that help you save and invest automatically.…
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Q. How do I Change my Auto Invest Settings?
You can change your auto invest settings at any time in the app or on the web. You can change the frequency, next auto invest date, and funding source, or you can pause/cancel your auto invest. On the app Follow these steps to change your auto invest settings on the app: Login to the Stash app. …
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Q. Why can’t I add more investments to my auto invest?
You may have reached the auto invest investments limit. Stash has a limit of 500 auto invest allocations for all Stashers to avoid an error that could put your auto invest at risk of not executing. To add new investments to auto invest,…
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Q. Turning Round-Ups On and Off
You can easily manage your Stock-Back® Card round ups on the Stash app or website.1 Follow these steps to turn round-ups on/off. On the app: Login to the Stash app. Tap Bank at the bottom of the screen. …
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