Recurring Transactions: How to Use Auto-Invest to Save Automatically

Recurring Transactions (formerly 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.

Recurring Transactions take 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.)

Recurring Transactions include two features: Auto-Invest and Round-Ups.

Here’s what Auto-Invest is all about.

What is Auto-Invest?

Auto-Invest 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 Auto-Invest works

Auto-Invest 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 Auto-Invest, you can expect Stash to automatically transfer money from your bank account, and deposit it into the accounts you specify.

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

You can pause Auto-Invest, and restart it at any time.

Recurring Transactions and Auto-Invest: Setting you up for success

Recurring Transactions can make saving and investing more accessible for our customers.

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