Checking your balance is as easy as a few taps! Whether you're tracking your own wallet or keeping tabs on the kids, we’ve got you covered. Here’s a quick guide to help you stay on top of it all.
For Adults
Wallet: You can view your wallet balance at the top of your home screen.
Investing: You can also view your investing cash balance and your stocks & ETFs from your home screen, under “Invest.”
For Adults (See Your Kids’ Balances)
Investing cash, stocks & ETFs, savings, and spending: Scroll down to the “My Family” section on your home screen.
If you have more than one kid, you can scroll right to view the other kids’ balances.
For Kids
Savings: Kids can view savings balance at the top of the home screen.
Investing: Kids can also view their investing cash balance and their stocks & ETFs from the home screen, under “Invest.”
Spend: Kids can view spending balance from their home screen, under “Spend.” Here, they can see how much of their daily budget they have spent and request money.
If you need help or have questions, just reach out to us at support@stockpile.com or call us at 1-888-675-2973.
This material is prepared by Stockpile Advisors, an SEC-registered Investment adviser. SEC registration does not implicate any particular level of skill or training. Investing involves risks, including the potential loss of principal. Past performance is not indicative of future results. This information is for informational purposes only and should not be considered investment advice or a recommendation. Please review our Form ADV Part 2A and Form CRS for more details about our services, fees, and risks associated with our advisory offerings.