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Intro to Stash: Everything You Need To Know To Start Investing

April 01, 2017

1 min read

When you start investing with Stash, you get more than just a platform that allows you to build a balanced portfolio. You receive the tools, choices, and guidance to empower you to invest with confidence in a way that reflects who you are.

We’re guided by three principles we call The Stash Way.

Buy and hold

At Stash, we believe that you should invest for the long term. After all, you are investing for your future, right? Stash isn’t about trading, or getting rich quick. We believe in getting cozy with your investments, and watching them grow over years, and even decades.

Which will mean buying and holding them through ups and downs.

Auto-Stash. Invest automatically

With Auto-Stash you can thoughtfully choose how much and how often you want to invest, but then let the power of automation do the heavy lifting.

Consider this auto-investing in yourself and for your future. Auto-Stash makes investing easier than ever. You choose how much you’d like to invest ($5, $10, $100?), how often you’d like to invest (every week, every other week, once a month?), and where you’d like that money to go.

You set it in the app and the transfer happens automatically. No need to remember to do it.

Auto-Stash is so effective that investors with Auto-Stash turned on are almost tripling their Stash deposit rates when compared with their non-Auto-Stash counterparts*.

Ready to start investing?

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By Clare Edgerton

* According to annualized median incoming transfer amounts for Clients who had Auto-Stash enabled as compared to Clients who did not have Auto-Stash enabled. Data updated and reported as of April 4, 2017 since platform inception.

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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.

Past performance does not guarantee future results. There is a potential for loss as well as gain in investing. Stash does not represent in any manner that the circumstances described herein will result in any particular outcome. While the data and analysis Stash uses from third party sources is believed to be reliable, Stash does not guarantee the accuracy of such information. Nothing in this article should be considered as a solicitation or offer, or recommendation, to buy or sell any particular security or investment product or to engage in any investment strategy. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Stash does not provide personalized financial planning to investors, such as estate, tax, or retirement planning. Investment advisory services are only provided to investors who become Stash Clients pursuant to a written Advisory Agreement. For more information please visit www.stashinvest.com/disclosures.