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How To Auto-Stash (Everything You Need to Know)

February 15, 2017
how to auto-stash

2 min read

We’ve made it easier than ever to schedule your Stash, so you can invest automatically on a weekly, biweekly, or monthly basis with Auto-Stash. Auto-Stash helps you put your money into your investments before you spend it elsewhere.

If you talk to people who are successful at budgeting, they’ll likely tell you that they’re actually just good at putting money away before they spend it. You don’t even need to be too fancy. Even just $5 a week will get you putting away serious amounts in the long term.

And it all starts with the Auto-Stash tab…

How to Set Up Auto-Stash from the Account Page

iOS: Find the Auto-Stash tab on your Account page here:
Android: You will find the Auto-Stash tab in your navigation drawer.

How to Auto-Stash

Tap on the Auto-Stash tab to add Auto-Stash. Here you can add investments to buy on a regular schedule.

how to auto-stash

Set up your Auto-Stash by choosing the amount you wish to invest and how frequently you wish to invest that amount. If your Auto-Stash is already on, you can edit it in this tab as well. Here you can change your Auto-Stash investments, your Auto-Stash schedule, or even turn it off.

Note: You can only choose one frequency (weekly, bi-weekly, or monthly) for all of your Auto-Stash investments.

how to auto-stash

Tap on “Your Investments” to see which investments are receiving regular Auto-Stash deposits.

how to auto-stash

A “set” button indicates that you have not yet set up Auto-Stash for that investment. Click on any of the investments to either set up an automatic deposit or edit an existing one. To set up an automatic deposit of $5 for several investments at once, simply tap “Edit” in the upper corner and select the investments you wish to add.

how to auto-stash

This way you can set up Auto-Stash for several investments at once.

how to auto-stash

Finally, choose the amount you wish to regularly deposit into your selected investments.

How to Set Up Auto-Stash from an Initial Investment

how to auto-stash

From the individual investment page, tap “Add to Portfolio”.

how to auto-stash

Choose an amount that you’d like to invest.

how to auto-stash

Lastly, to add this to your regular Auto-Stash, simply tap “Yes”.

Take Your Stash to the Next Level
Update your Auto-Stash (Individual Investment)

Once you get comfortable with Auto-Stash and feel like you can add more, try updating your Auto-Stash.

how to auto-stash

Edit an individual investment’s Auto-Stash at any time by tapping the “Buy/Sell” button and then tapping “Update Auto-Stash”

how to auto-stash

Add more to your Auto-Stash by selecting one of the three suggested amounts, or select “Other Amount” to add an amount that fits you.

And voila! You’ll be Auto-Stashing in no time.

Want a greater explanation as to why you might want to Auto-Stash? Check here to read about benefits of Dollar-Cost Averaging.

Auto-Stash FAQ

When will my Auto-Stash execute the purchases?

Your Auto-Stash will complete any purchase orders in the afternoon trading window of its scheduled date. While the purchase will be completed on the day that your Auto-Stash executed the transfer, the transfer will take 1-3 business days to pull from your bank account.

When can I cancel my Auto-Stash?

You can cancel your Auto-Stash the day of its scheduled purchases before 3:00pm ET. Go to the account tab, select “activity”, select the pending deposit, and click the cancel deposit.

By Anneliese Klein-Pineda

Investment Profile

Bonds Worldwide

An International Bond ETF on Stash

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