FAQ: Auto-Stash Settings

How do I navigate to my Auto-Stash settings?

1. Use this link to navigate to your Auto-Stash settings.

2. To view portfolio specifics or fine-tune any settings, simply click into each portfolio or account.

How do I set up Auto-Stash?

Smart Portfolio:

1. Open this link and select your Smart Portfolio

2. Enter the amount you wish to contribute

3. Contributions are set to weekly by default, but you can select a different frequency in the dropdown.

4. Select your funding source.

5. Verify the details on your screen and follow the prompts to complete the setup.

Personal, Retirement, and Custodial accounts:

Portfolio cash:

1. Go to your Auto-Stash settings.

2. Select the account where you want to set up Auto-Stash.

3. To add cash to a portfolio, select the Set up button next to “Portfolio Cash.”

4. Enter the amount you wish to contribute.

5. Edit and/or review the settings and click the Confirm button to begin adding cash to your account at the displayed frequency.

A specific investment:

Be sure to download the Stash App for the best experience.

In the app:

• 1. Select the investment and tap the blue Invest button.

• 2. Enter the amount you would like to invest on a regular schedule.

• 3. Set your desired source of funds as the “From” account

• 4. Set the desired location of your recurring investment from the “To” section

• 5. Toggle on the option to add this investment to Auto-Stash.

  • The default setting will have contributions occur weekly, but you can modify these settings on the next screen by tapping Manage Auto-Stash.

Recurring cash transfers to Stash Banking:

• 1. Go to your Auto-Stash settings and select Banking (Cash Balance).

• 2. To add cash to a portfolio, select the Set up button next to “Cash Balance.”

• 3. Enter the amount you wish to contribute.

• 4. Select the desired transfer frequency and the date of the first transfer.

  • Follow the prompts to confirm the recurring transfers from your external bank, the displayed amount, and frequency.

How do I change my Auto-Stash settings?

Source of funds:

• 1. Navigate to your Auto-Stash settings.

• 2. For each account where you would like to change the funding source, click the account to view its settings.

• 3. Under “Source“, verify that the payment method is the desired source of funds.

• 4. If you would like to change it, click the Edit button.

• 5. In the pop-up, select your desired source account and click Update.

  • If your bank isn’t listed, learn how to link it in this guide.

Contribution frequency:

• 1. Navigate to your Auto-Stash settings.

• 2. Click on the portfolio with the contribution frequency you would like to change.

• 3. Set the “Frequency” to your desired cadence.

• 4. Review and follow the prompts to confirm your changes.

Amount or allocation of funds:

• Smart Portfolio:

  • 1. Navigate to your Auto-Stash settings.

  • 2. Select your Smart Portfolio

  • 3. Enter the new dollar amount you wish to have invested at the given frequency.

  • 4. Follow the prompts to confirm your new contribution amount.

• Personal, Retirement, and Custodial accounts:

  • 1. Navigate to your Auto-Stash settings.

  • 2. Select the portfolio you want to edit.

  • 3. Scroll down to see your current allocation across the investments in this portfolio.

  • 4. Click on the investment you want to edit, enter your new amount, and click the blue Update button.

  • 5. Review your changes and select the Confirm button.

• Stash Banking¹:

  • 1. Navigate to your Auto-Stash settings.

  • 2. Select your Stash Banking account.

  • 3. Enter the new dollar amount you wish to transfer at the listed frequency.

  • 4. Follow the prompts to confirm your new transfer amount.

— (1) Stash Banking services provided by Stride Bank, N.A., Member FDIC.

How do I pause Auto-Stash on one of my accounts?

In the app:

• 1. Navigate to your Auto-Stash settings.

• 2. Select the account in which you want to pause Auto-Stash.

• 3. Press the three dots at the top of your screen, and click the Pause button in the pop-up

  • You can pause and set a date for contributions to resume.

• 4. If you need to pause auto-stash indefinitely, select Pause for longer.

• 5. Review and finalize your changes. You can resume your contributions at any time.

On the web:

• 1. Navigate to your Auto-Stash settings.

• 2. Open your portfolio and scroll to the bottom of your screen. Click the Pause button.

• 3. Use the calendar to select the next date for contributions to resume and click Continue to confirm your changes

• 4. If you need to pause Auto-Stash indefinitely, select Pause for longer.

• 5. Review and finalize your changes. You can resume your contributions at any time.

How do I resume my Auto-Stash contributions?

For an entire portfolio or account:

• 1. Navigate to your Auto-Stash settings.

• 2. Click the portfolio you want to resume, opening the account’s Auto-Stash settings.

• 3. Click the blue Resume button.

• 4. Your contributions will resume with the same settings as before.

For a specific investment:

• 1. Navigate to your Auto-Stash settings.

• Select the portfolio you would like to manage,

• Find the investment you would like to resume Auto-Stash for and select it.

• Enter the amount you would like to Auto-Stash for this specific investment, and follow the prompts to confirm.