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How do I buy an investment?

Buying investments in the app:

To buy 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
  4. Enter how much cash you want to invest
  5. Decide if you want to set Auto-Stash for this investment or make a one-time purchase

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

To buy a new investment:

  1. Select the investment you want to buy
  2. Select Add to Portfolio
  3. Enter how much cash you want to invest
  4. Indicate if you’d like to fund your purchase using your Cash Balance or use money from your linked bank account.
  5. Decide if you want to set Auto-Stash for this investment or make a one-time purchase

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

Buying investments on the web:

To buy more of an investment you already own

  1. Go to your Portfolio
  2. Choose the investment you want to buy more of
  3. Hit Invest
  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.

To buy a new investment:

  1. Click Invest at the top of your screen or Browse Investments. You will be presented with a list of investments that fit your investment profile.  Click Show All Investments at the bottom of the page to see all investment options available to you.
  2. Select the investment you want to buy.
  3. Choose Add to Investments
  4. Indicate if you’d like to fund your purchase using your Cash Balance or use money from your linked bank account
  5. 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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