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

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.)

Auto-Stash includes two features: Set Schedule and Round-Ups.

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

Auto-Stash can make saving and investing easier for our customers.

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