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Recurring Transactions

Q. What are Recurring Transactions?

Recurring Transactions are a set of tools that can help you save and invest automatically. These features are: Auto add cash: Recurring transfers into your Stash banking account’s Cash Balance.1 [Learn more →] Auto invest: Contribute funds to your investment accounts on a regular basis.…

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. …
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,…

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. Tap the Stock-Back® section.…

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