• 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.…

  88

• 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.…

  81

• 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,…

  49

Learn Weekly

Get knowledge in your inbox

• 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.…

  27

• Q. How do I turn off Smart-Stash?

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

  23

• Q. What is Smart-Stash?

  Smart-Stash analyzes your spending and earning patterns and saves you spare cash when you can afford it. Smart-Stash is designed to save your spare cash, not the money you’ll need for bills. Smart-Stash recognizes recurring transactions, such as rent and mortgage payments and bills,…

  20

• Q. How does Smart-Stash work?

  Smart-Stash (formerly Smart-Save) studies your spending, (recurring transactions, such as bills, rent/mortgage payments) and earning patterns to intelligently save small amounts of money for you—only on days when you have the cash to spare. You can set a max transfer amount,…

  17

• 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, Round-Ups, or Smart Stash). Auto-Stash is a collection of features that help you save and invest automatically.…

  15

• 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…

  10

• 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.…

  9

• 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.…

  9

• 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.…

  8

• Q. Why didn’t my Smart-Stash transfer?

  Smart-Stash might not run if there is an issue with the external bank you’ve linked to Stash or if the algorithm predicts that you do not have enough spare cash to save that day. Smart-Stash transfers occur Monday through Friday from 9AM to 5PM.…

  5

• 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,…

  5

• Q. What account does Smart-Stash deposit my money into?

  At this time, Smart-Stash can only set aside money for your Invest cash balance. How do I turn off Smart-Stash? To turn off Smart-Stash in the app Log in to the app and select Account Select Auto-Stash Select Smart-Stash Tap the three dots in the top right corner Select Pause Smart-Stash You can pause or resume Smart-Stash at any time.…

  4

• 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,…

  4

View more

Learn more