# FAQ: Auto-Stash Settings

By: [Team Stash](/content/learn/author/team-stash/index.html)  
Published: Oct 31, 2025  
Updated: Jan 30, 2026

##### **How do I navigate to my Auto-Stash settings?**

1. Use [this link](http://app.stash.com/auto-save?_gl=1*en2jt*_gcl_au*NTI5ODIwOTk5LjE3NjIyNjgxNTU.) to navigate to your Auto-Stash settings.
2. To view portfolio specifics or fine-tune any settings, simply click into each portfolio or account.

##### **How do I set up Auto-Stash?**

###### **Smart Portfolio:**

1. Open [this link](http://app.stash.com/auto-save) and select your Smart Portfolio.
2. Enter the amount you wish to contribute.
3. Contributions are set to weekly by default, but you can select a different frequency in the dropdown.
4. Select your funding source.
5. Verify the details on your screen and follow the prompts to complete the setup.

###### **Personal, Retirement, and Custodial accounts:**

**Portfolio cash:**
1. Go to your [Auto-Stash settings](http://app.stash.com/auto-save?_gl=1*134hij5*_gcl_au*NTI5ODIwOTk5LjE3NjIyNjgxNTU.).
2. Select the account where you want to set up Auto-Stash.
3. To add cash to a portfolio, select the **Set up** button next to "Portfolio Cash."
4. Enter the amount you wish to contribute.
5. Edit and/or review the settings and click the **Confirm** button to begin adding cash to your account at the displayed frequency.

**A specific investment:**  
_Be sure to download the Stash App for the best experience._  
In the app:
- 1. Select the investment and tap the blue **Invest** button.
- 2. Enter the amount you would like to invest on a regular schedule.
- 3. Set your desired source of funds as the "From" account.
- 4. Set the desired location of your recurring investment from the "To" section.
- 5. Toggle on the option to add this investment to Auto-Stash.
  - The default setting will have contributions occur weekly, but you can modify these settings on the next screen by tapping **Manage Auto-Stash**.

###### **Recurring cash transfers to Stash Banking:**
- 1. Go to your [Auto-Stash settings](http://app.stash.com/auto-save?_gl=1*6by09r*_gcl_au*NTI5ODIwOTk5LjE3NjIyNjgxNTU.) and select **Banking (Cash Balance)**.
- 2. To add cash to a portfolio, select the **Set up** button next to "**Cash Balance**."
- 3. Enter the amount you wish to contribute.
- 4. Select the desired transfer frequency and the date of the first transfer.
  - Follow the prompts to confirm the recurring transfers from your external bank, the displayed amount, and frequency.

##### **How do I change my Auto-Stash settings?**

##### **Source of funds:**
- 1. Navigate to your [Auto-Stash settings](http://app.stash.com/auto-save?_gl=1*183z5gv*_gcl_au*NTI5ODIwOTk5LjE3NjIyNjgxNTU.).
- 2. For each account where you would like to change the funding source, click the account to view its settings.
- 3. Under "**Source**," verify that the payment method is the desired source of funds.
- 4. If you would like to change it, click the **Edit** button.
- 5. In the pop-up, select your desired source account and click **Update**.
  - If your bank isn’t listed, [learn how to link it in this guide](/content/learn/faq-bank-linking/index.html).

##### **Contribution frequency:**
- 1. Navigate to your [Auto-Stash settings](http://app.stash.com/auto-save?_gl=1*11wtl4z*_gcl_au*NTI5ODIwOTk5LjE3NjIyNjgxNTU.).
- 2. Click on the portfolio with the contribution frequency you would like to change.
- 3. Set the "**Frequency**" to your desired cadence.
- 4. Review and follow the prompts to confirm your changes.

##### **Amount or allocation of funds:**
- **Smart Portfolio:**
  - 1. Navigate to your [Auto-Stash settings](http://app.stash.com/auto-save?_gl=1*1sx64qk*_gcl_au*NTI5ODIwOTk5LjE3NjIyNjgxNTU.).
  - 2. Select your Smart Portfolio.
  - 3. Enter the new dollar amount you wish to have invested at the given frequency.
  - 4. Follow the prompts to confirm your new contribution amount.
- **Personal, Retirement, and Custodial accounts:**
  - 1. Navigate to your [Auto-Stash settings](http://app.stash.com/auto-save?_gl=1*1lu56me*_gcl_au*NTI5ODIwOTk5LjE3NjIyNjgxNTU.).
  - 2. Select the portfolio you want to edit.
  - 3. Scroll down to see your current allocation across the investments in this portfolio.
  - 4. Click on the investment you want to edit, enter your new amount, and click the blue Update button.
  - 5. Review your changes and select the Confirm button.
- **Stash Banking:**
  - 1. Navigate to your [Auto-Stash settings](http://app.stash.com/auto-save?_gl=1*1lu56me*_gcl_au*NTI5ODIwOTk5LjE3NjIyNjgxNTU.).
  - 2. Select your Stash Banking account.
  - 3. Enter the new dollar amount you wish to transfer at the listed frequency.
  - 4. Follow the prompts to confirm your new transfer amount.

##### **How do I pause Auto-Stash on one of my accounts?**

###### **In the app:**
- 1. Navigate to your [Auto-Stash settings](http://app.stash.com/auto-save?_gl=1*1agkfyt*_gcl_au*NTI5ODIwOTk5LjE3NjIyNjgxNTU.).
- 2. Select the account in which you want to pause Auto-Stash.
- 3. Press the three dots at the top of your screen, and click the **Pause** button in the pop-up.
  - You can pause and set a date for contributions to resume.
- 4. If you need to pause auto-stash indefinitely, select **Pause for longer**.
- 5. Review and finalize your changes. You can resume your contributions at any time.

###### **On the web:**
- 1. Navigate to your [Auto-Stash settings](http://app.stash.com/auto-save?_gl=1*1agkfyt*_gcl_au*NTI5ODIwOTk5LjE3NjIyNjgxNTU.).
- 2. Open your portfolio and scroll to the bottom of your screen. Click the **Pause** button.
- 3. Use the calendar to select the next date for contributions to resume and click **Continue** to confirm your changes.
- 4. If you need to pause Auto-Stash indefinitely, select **Pause for longer**.
- 5. Review and finalize your changes. You can resume your contributions at any time.

##### **How do I resume my Auto-Stash contributions?**

###### **For an entire portfolio or account:**
- 1. Navigate to your [Auto-Stash settings](http://app.stash.com/auto-save?_gl=1*1agkfyt*_gcl_au*NTI5ODIwOTk5LjE3NjIyNjgxNTU.).
- 2. Click the portfolio you want to resume, opening the account’s Auto-Stash settings.
- 3. Click the blue **Resume** button.
- 4. Your contributions will resume with the same settings as before.

###### **For a specific investment:**
- 1. Navigate to your [Auto-Stash settings](http://app.stash.com/auto-save?_gl=1*1agkfyt*_gcl_au*NTI5ODIwOTk5LjE3NjIyNjgxNTU.).
- Select the portfolio you would like to manage,
- Find the investment you would like to resume Auto-Stash for and select it.
- Enter the amount you would like to Auto-Stash for this specific investment, and follow the prompts to confirm.

Written by  
[Team Stash](/content/learn/author/team-stash/index.html)  
We want to turn money into a source of hope and opportunity. We teach people how to build good habits, save more and make it easy and affordable to get started investing. So far, we’ve helped over 6 million people create a more secure financial future with our expert advice and award winning investing app.