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How do I buy?

If you’re buying more of an investment you already own

  1. Go to your Portfolio
  2. Choose the investment you want to buy more of
  3. Hit Buy/Sell then tap Buy (in the app) or Invest more (on the web)
  4. Choose how much cash you want to invest
  5. Decide if you want to make this an Auto-Stash or a one-time purchase

That’s it! You’ll see a confirmation on the screen once your purchase is complete.

If you’re buying a new investment

  1. Select the investment you want to buy.
  2. Choose Add to Portfolio (in the app) or Add to Investments (on the web)
  3. Choose how much cash you want to invest and if you’d like to use your Cash Balance or use money from your linked bank account.
  4. Decide if you want to make this an Auto-Stash or a one-time purchase

Voila! You’ll see a confirmation on the screen once your purchase is complete.

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