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How do I change my Set Schedule settings?

You can adjust your Set Schedule in the app or on the web.

To adjust Set Schedule on the app:

To change the amount

  1. Go to Auto-Stash (tab on iOS, menu item on Android)
  2. Choose your portfolio  
  3. Select Set Schedule
  4. Tap the investment you want to change
  5. Enter the amount you want to set
  6. Select Save to confirm your change

To change the frequency

  1. Go to Auto-Stash (tab on iOS, menu item on Android)
  2. Choose your portfolio  
  3. Select Set Schedule
  4. Under Frequency, tap the drop-down menu to adjust how often your Set Schedule will be triggered

You’ll remain on the Set Schedule management screen once you’ve made your changes. To adjust more than one Set Schedule setting, simply repeat the process.

To adjust Set Schedule on the web:

  1. Log in to your account and navigate to the portfolio you wish to update Set Schedule for 
  2. Scroll to the bottom and select Edit portfolio schedule
  3. Select the Set Schedule variable you’d like to change (frequency, amount, etc.) and make the appropriate adjustment(s)
  4. Scroll down and click Save

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