• Q. 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.…

• Q. What are Round-Ups?

  Round-Ups allow you to round up spare change from your purchases. Every time you spend with your linked external bank account, Round-Ups will round up your purchase to the nearest dollar. For example, if you spend $8.35, we’ll automatically round up $.65.…

• Q. What is Set Schedule?

  Set Schedule 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 Set Schedule, you can set aside money into your cash balance,…

• Q. What account does Set Schedule deposit my money into?

  You can use Set Schedule 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 Set Schedule to add money to your cash balance.…

• 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 Auto-Stash features turned on (Set Schedule, or Round-Ups). Auto-Stash is a collection of features that help you save and invest automatically. It can initiate investments automatically and have them repeat according to your schedule.…

• Q. Why didn’t my Round-Ups transfer?

  Round-Ups transfers occur Monday through Friday from 9 AM to 5 PM EST. When you earn Round-Ups over the weekend, those amounts will be added and transferred to your cash balance the following Monday.…

• Q. How do I turn off Round-Ups?

  To turn off Round-Ups in the app: Log in to the app and select Account Select Auto-Stash Select Round-Ups Tap the three dots in the top right corner Select Pause Round-Ups You can pause or resume Round-Ups at any time.…

• Q. How do I change my Smart-Stash settings?

  To change the max daily limit in the app: Open app Select Auto-Stash Select Smart-Stash Tap Daily limit in the upper left Select a new daily limit of $5, $10, or $25 from the provided list…

• Q. What account do Round-Ups deposit my money into?

  At this time, Round-Ups can only set aside money for your Invest cash balance.…

• Q. How do I change my Set Schedule settings?

  You can adjust your Set Schedule in the app or on the web. To adjust Set Schedule on the app: To change the amount Go to Auto-Stash (tab on iOS, menu item on Android) Select Set Schedule Choose your portfolio   Tap the investment you want to change Enter the amount you want to set Select Save to confirm your change To change the frequency Go to Auto-Stash (tab on iOS,…

• Q. I’m trying to turn on Round-Ups. Why do I need to reconnect my external bank?

  If you linked your external bank to Stash manually using micro-deposits, you will need to re-connect your bank using a different method to enable Round-Ups. To do this, navigate to the Auto-Stash section of the app, scroll down to find the Round-Ups feature,…

• Q. Removal of Smart-Stash

  On February 19th, 2021, the Smart Stash feature will be removed from the Stash app to improve on the features you love. What happens next? If you have Smart Stash enabled, your final transfer will take place on February 19, 2021and be available in your Cash Balance.…

• Q. How do I turn off Set Schedule?

  You can adjust Set Schedule in the app or on the web. To turn off Set Schedule in the app Select Auto-Stash tile at the bottom of the screen Select Set Schedule Select Cash to invest to adjust your allocations To pause your Set Schedule,…

• 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,…

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