They do not accept other forms of account funding. a checking account) during the setup process, which you’ll then use to fund the account when you’re ready.
You’ll also be asked to connect a funding source (i.e. In order to curate your investment recommendations, they’ll ask you questions about your income, total asset values, and when you plan to use the money you’ll be investing. Are you a conservative investor who wants to play it safe, an aggressive one who doesn’t shy away from high-payout risks, or somewhere in between?
Moneywell ally direct download registration#
In the initial registration process, you’re asked about your own investing style (or how you think you’ll be once you start). You can sign up for Stash on its iOS or Android app as well as on its website. Holdings and performance are hypothetical.Įven if you’ve never invested a penny before, Stash wants to make sure that you are comfortable and confident in your new portfolio choices. Of course, even this content is tailored to your own investing profile, allowing you to easily access topics that actually apply to you and your situation. Stash also serves to teach and guide its users, offering tons of in-app educational content. Then, the app will curate a customized portfolio to choose from, giving you investment options that suit not only your income but also your values. These are designed to give the app an idea of your financial situation, your outlook on investing and life, and your plans for the future. Upon signing up, the app will ask you to answer a few questions about yourself. It won’t manage your accounts for you, but it will guide you through the process of selecting investments for your specific needs. Stash is an app that aims to make investing easy and fun for anyone, even if you’re brand spanking new to the investment world.
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