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Auto-Stash: How to Use Set Schedule to Save Automatically

January 23, 2019

1 min read

Coming to Stash in mid-February.

Auto-Stash is a suite of money-saving tools that allows users to save and invest automatically, and we at Stash think they are a few of our most important financial tools.

Auto-Stash takes the weight off your shoulders by putting your savings on autopilot—it will invest your money, and you won’t have to lift a finger. By automatically investing small amounts over a long period of time, investors are likely to save more.

(Special note: All investing involves risk, and it’s possible to lose money by investing in the market.)

We’ve recently overhauled Auto-Stash and added new features, including Set Schedule, Round-Ups, and Smart-Stash.

Here’s what Set Schedule is all about.

What is Set Schedule?

Set Schedule allows you to automatically transfer money into your Stash accounts. You select the amount you want to set aside, when and how often you want to set it aside, and whether you’d like Stash to automatically invest it in your ETFs and stocks, or simply place the money in your cash account.

It’s an easy way to save and invest regularly, on a schedule that works for you.

How Set Schedule works

Set Schedule transfers money from your linked bank account into any of your Stash accounts—including your cash balance, retirement, custodial, or investment accounts.

Once you turn on Set Schedule, you can expect Stash to automatically transfer money from your bank account, and deposit it into the accounts you specify.

To start or pause Set Schedule, users can log in through the app or via the web, and find the settings in the Auto-Stash menu on the Account page.

You can pause Set Schedule, and restart it at any time.

Auto-Stash and Set Schedule: Setting you up for success

We’ve revamped Auto-Stash and added features to make saving and investing easier for our customers.

Be sure to take advantage of all the great new features that Auto-Stash has to offer, so you can make saving and investing an automatic habit.

Make saving and investing a habit.

Go automatic with Auto-Stash.

Start now

By Stash Team

Investment Profile

Bonds Worldwide

An International Bond ETF on Stash

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This material has been distributed for informational and educational purposes only, represents an assessment of the market environment as of the date of publication, is subject to change without notice, and is not intended as investment, legal, accounting, or tax advice or opinion. Stash assumes no obligation to provide notifications of changes in any factors that could affect the information provided. This information should not be relied upon by the reader as research or investment advice regarding any issuer or security in particular. The strategies discussed are strictly for illustrative and educational purposes and should not be construed as a recommendation to purchase or sell, or an offer to sell or a solicitation of an offer to buy any security. There is no guarantee that any strategies discussed will be effective.

Furthermore, the information presented does not take into consideration commissions, tax implications, or other transactional costs, which may significantly affect the economic consequences of a given strategy or investment decision. This information is not intended as a recommendation to invest in any particular asset class or strategy or as a promise of future performance. There is no guarantee that any investment strategy will work under all market conditions or is suitable for all investors. Each investor should evaluate their ability to invest long term, especially during periods of downturn in the market. Investors should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented. Before investing, please carefully consider your willingness to take on risk and your financial ability to afford investment losses when deciding how much individual security exposure to have in your investment portfolio.

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