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What is Auto-Stash?

Our new and improved Auto-Stash is a set of tools that can help you save and invest automatically. These include Set Schedule, Round-Ups, and Smart-Stash. With Auto-Stash, you can automatically set aside money for your personal investment, retirement, or custodial account.

Please note: at this time, you can only use Round-Ups and Smart-Stash to set aside money for your cash balance. Set Schedule allows you to contribute money to your personal investment, retirement, or custodial account, or personal investment account cash balance.

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