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Wealth & Private BankingFinancial Planning & Advicerobo-advisor

Stash Invest Robo

A robo-advisor platform offering personalized investing advice and automated portfolio management.

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Overview

Stash Invest Robo provides a simple investing platform that helps users build diversified portfolios through automated, expert-managed Smart Portfolios. It offers fractional shares investing, personalized advice, and scheduled contributions to facilitate consistent investing.

The platform supports self-directed investing with real-time advice and also offers custodial accounts and retirement savings options such as traditional and Roth IRAs. Stash aims to make investing accessible for users with varying experience levels by providing automated portfolio management and personalized stock recommendations.

Additional features include a Stock-Back® Debit Card that rewards spending with stock and community engagement through Stock Parties, which incentivize user referrals with bonus shares.

Key Features

  • + Automated Smart Portfolio management
  • + Fractional shares investing
  • + Personalized stock purchase advice
  • + Scheduled recurring investments
  • + Custodial accounts for minors
  • + Traditional and Roth IRA retirement accounts
  • + Stock-Back® Debit Card rewards
  • + Community Stock Parties for bonus shares

Integrations

Mobile iOS AppMobile Android AppBank account linking
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