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Meet Stash Coach, The Fun Financial Tool That Guides You

July 06, 2018
stash coach

Get in the game! Stash Coach can help you learn more about the app, and how to invest for life.

2 min read

At Stash, our customers come first.

We want you to be the smartest and best-informed investor you can be, and we want you to engage with your financial life so you can be a smart consumer of financial products and services. And to do that, we give our customers access to education and guidance.

That’s why we’re happy to introduce the latest version of Stash Coach. It’s a personalized financial coaching tool that you can access as part of the services we offer in the Stash app.

What is Stash Coach?

We’ve turned learning about investing and your financial life into a game. You can increase your investing knowledge by working your way through sets of challenges we’ve designed especially for you. And you’ll earn points along the way, showing you the progress you’re making.

How can Stash Coach help me?

Take challenges, level up and see your progress in real time. Stash Coach is there to offer encouragement and keep you on track.

We make it simple and fun. If you’ve been using Stash Coach before, you’ll see a lot more in our latest version:

More challenges, and more categories.

We start out by leading you through a beginner experience where we guide you step by step through the best tools to use to get the most out of Stash. Then, we’ll help guide you as you think about putting together your first portfolio. Along the way, Coach will test your knowledge of essentials, including building blocks for a diversified portfolio, what part bonds can play in investing, and eventually longer-term goals, such as retirement.

Weekly challenges.

Every week you’ll receive new challenges to take on, and they’ll include news scoops, fun stories, interactive trivia quizzes, as well as suggested portfolio picks, which will introduce you to new funds that can help you diversify your investments. You’ll earn points for all of these activities.

Hot streaks.

Complete goals, like turning on Auto-Stash (may appear as Set Schedule for some users), which lets you automate how much you want to invest in the market and how often. The longer you go, the more points you’ll get.  Or sit tight and don’t sell any investments for a week, a month, even three months. As you continue investing money for the long haul, and keep it invested, you can also earn more points.

Tailored learning.

We’ll personalize challenges for you based on your risk profile. That means if you’re a conservative investor, you’ll get different lessons from an investor who’s more aggressive.

More points. In previous versions of Stash Coach, the number of points you could earn capped out at 250. We’ve taken it a step further. Now your points can range from Rookie to Greatest of All Time Stasher. (Yes, you can be the GOAT!)


Trust Your Coach

The investing world, with all of its new terms and words, can be intimidating. Our hope is the new Stash Coach can help demystify investing basics, and make investing easier and more transparent. And we want you to have fun as you learn more about your financial life, with the goal of making you a better investor.

At Stash, we’re all about education, not lectures.

Ready to get off the sidelines? Download the app and consult with your Stash Coach. It’s right there in your app, ready to help you win your money life.

Investing, simplified

Start today with as little as $5

Get the App

By Stash Team

*Stash Coach should not be considered a comprehensive financial planning service for individual investors. Stash Coach is only one of many tools that an individual investor may use as part of a holistic investment analysis process. Stash Coach assumes that an investor’s risk profile will not change during the time period of use; however, actual investors may experience changes to their portfolio of investments in response to amending risk profiles, investment goals, and market conditions. Stash assumes markets are sufficiently liquid to permit the purchase of all investments recommended by Stash Coach. Stash Coach recommendations might change over time as a result of changes in the assumptions for returns on your accounts that might reflect changes in the model assumptions, as well as changes in the data Stash, obtains about investments. Your Stash Coach recommendations depend on the accuracy of the data you report including your answers to our suitability questions. Stash assumes the data you report is accurate and that it is up-to-date. The information made available through Stash Coach is not intended as tax advice, and Stash does not represent in any manner that any outcomes described will result in any particular tax consequence. Stash assumes no responsibility for the tax consequences to any investor of any transaction. There are a predetermined number of points, which are subject to change, made available through Stash Coach. However, the information provided by Stash Coach does not imply any level of skill or training on the part of the client.

Certain aspects of Stash Coach constitute the delivery of investment advice on securities under the Investment Advisers Act of 1940, as amended; however, not all information made available through Stash Coach constitutes such investment advice. Furthermore, Stash may receive compensation from business partners in connection with certain promotions in which Stash refers clients to such partners for the purchase of non-investment consumer products or services. This type of marketing partnership gives Stash an incentive to refer clients to business partners instead of to businesses that are not partners of Stash. This conflict of interest affects the ability of Stash to provide clients with unbiased, objective promotions concerning the products and services of its business partners. This could mean that the products and/or services of other businesses, that do not compensate Stash, may be more appropriate for a client than the products and/or services of Stash’s business partners. Clients are, however, not required to purchase the products and services Stash promotes.

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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.