MOBILE APP NAVIGATION
MOBILE APP NAVIGATION
1. Click on the menu button in the top right-hand corner of the app
2. Select the “My Profile” section
3. Select “Email” and enter your new email address and click update.
4. Enter the last 4 digits of your social security number
5. A six digit verification number will be sent to your new email address and phone number then input the verification number.
VIA APP: (IF CH STILL HAS ACCESS TO MOBILE APP)
1. Click on the menu button in the top right-hand corner of the app
2. Select the “My Profile” section
3. Select “Change Password”
4. Enter your current password and new password.
5. Select “Submit”.
If NO ACCESS TO MOBILE APP click this to link and send to customers email.
● Log into your account and navigate to the kid account whose card you want to activate.
●. Go to the side menu and select Parental Controls, where you will find a link to activate your kid’s debit card.
● Tap on the link, which will take you to a secure page where you can enter your card info and activate the card.
● Click "My Account"
● Click "Parental Controls"
● Select and choose a kid account on what card to reset the pin.
● Click on "Change PIN"
1. Click on the menu button in the top right-hand corner of the app.
2. Select the “My Profile” section.
3. Select “Address” and “Edit Address.” Enter your new address.
4. Click on the “Update Address” button when you finish entering the full address to confirm.
1. Click on the top right corner, three lines or hamburger icon.
2. Select Documents.
3. Click Tax Documents
4. Select the month
5. Top right hand corner, click the share button.
●Login to your Stockpile App
●Tap the icon at the top right corner of the screen. (Hamburger Icon)
●Tap on Money Management.
●Tap on the link Bank account.
●Tap on USE PLAID and then you will select AGREE.
●Search your bank from the list of major banks and tap on your bank.
●Follow the on-screen prompts to link your bank
●Choose the bank account you would like to link (only basic checking accounts and savings account
● Click on wallet balance in the homepage action to show the transfer to and from your wallet
● Login to your Stockpile App
● Tap the icon at the top right corner of the screen. (Hamburger Icon)
● Tap on Money Management.
● Scroll down and click UPDATE BANK ACCOUNT LINK and will be removed immediately.
1. Click on the top right corner, three lines or hamburger icon.
2. Select Documents.
3. Click banking account statement
4. Select the month
5. Top right hand corner, click the share button, can be saved on the phone, etc.1. Click on the top right corner, three lines or hamburger icon.
2. Select Documents.
3. Click investing statement
4. Select the month
5. Top right hand corner, click the share button.
“ I'm sorry but we don't have the information or visibility for the investing account. However, I can have our account maintenance team follow you up through email to further assist you with your investing questions within 4 hours.
1. Click on the top right corner, three lines or hamburger icon.
2. Select Documents.
3. Click investing statement
4. Select the month
5. Top right hand corner, click the share button.
“ I'm sorry but we don't have the information or visibility for the investing account. However, I can have our account maintenance team follow you up through email to further assist you with your investing questions within 4 hours.
● top right corner, click the three lines
● Scroll down, and click membership
● Click on Manage
TO VIEW MEMBERSHIP FEE HISTORY
●Scroll down below to see payment history for membership
Go above the cancel membership and click on compare plans.
● Scroll down and Select the kid account under the My Family Section that needs the card replacement
● Click the 3 dot menu on the kids account and choose Parental Controls and choose kids acc
● Click on report lost/stolen
● Let us know the reason for the replacement
● Confirm your information
● You’re all set. The card will arrive in 7-10 business days from the date of request.
OR
● Top right hand corner,
● choose parental controls
● choose kids account and let us know the reason for the replacement
● Confirm your information
● $5 FEE IN THE KIDS SPENDING ACCOUNT
● DAMAGED: SAME CARD NUMBER
● LOST/STOLEN: NEW CARD NUMBER
● PROVIDE CASE NUMBER
● top right corner, click the three lines
● Scroll down, and click membership
● Click on Manage
● Scroll down and click cancel membership
● In the homepage, click on Transfer money beside the Auto deposit
● OR click on Transfer Money below the Invest Section.
● You will see two sections From and To.
● There would be a drop down box in the From and To section then choose “account.”
● Select the account you would wanna transfer the funds to and click Transfer.
• Top right corner, click on the three lines.
• Scroll down and click the Redeem Gift card.
• Enter the 12-digit redemption code
• Tap GET THIS STOCK
• Click claim now, confirm redemption code then you're all set.
TO ORDER GIFT CARD:
●Stockpile gift cards have no expiration date.
● Can purchase gift card at the app or website www.stockpile.com/gift-cards
●Can scroll down at the website to the bottom and click “ Gift Cards “
●Can choose the delivery method "EMAIL" "TEXT" and "PRINT"
● $25, $50, $100, $200 or you can customize the amount of the gift card.
●Can choose the delivery date.
● top right corner, click the three lines
● Click Parental Controls
● Select Kids account
● Scroll down to the bottom
● Create kids login
● CLICK MY ACCOUNT AT THE TOP OF THE SCREEN,
● DROP DOWN SELECT ADD MINOR.
● Fill in minor info.
● Can add up to 5 minors.
● Top right corner, click on the three lines.
●Scroll down at the bottom and you will see disclosures and the privacy policy.
● Login to your Stockpile App
● Tap on the icon at the top left of the screen
● Tap on Money Management
● Select Set Auto Deposit
● Choose a frequency - Weekly, Twice a month, Monthly or Quarterly.
● Set the amount and choose Next
● Review the details and select Confirm
● You are all set!
NO AUTO PURCHASE FOR STOCKS.
● Tap on the icon at the top right corner three lines
● Tap on Money Management
● Select Withdraw
● Enter an amount you would like to transfer
● Tap on Next
● Review your transfer and select Confirm
ADVISE THAT IT WILL TAKE 3-5 BS DAYS
REMINDER: If customers withdraws money from their wallet to external bank, an OTP will be sent via text. f not completed, it will NOT go through.
● Tap on the icon at the top right corner three lines
● Tap on Money Management
● Select Add Money
● Enter an amount you would like to transfer
● Tap on Next
● Review your transfer and select Confirm
ADVISE THAT IT WILL TAKE 3-5 BS DAYS
Or
● Homepage of app, click on Add Money Beside Auto deposit
● top right corner, click the three lines
●Scroll down, and click membership
●Click on Manage
● Scroll down to the bottom and click on CANCEL MEMBERSHIP.
THROUGH MEMBERSHIP OPTION:
● Go to the TOP RIGHT CORNER IN THE APP.
● Click membership.
●Click on the Manage button to change membership.
● Click Family base to downgrade and will be prompted to transfer funds from kids spending and savings to the main wallet.
THROUGH PARENTAL CONTROLS:
●Click on three lines at the top right corner.
●Click Parental Controls.
●Select which kids account you want to close or modify.
●Choose Close Kid's Debit card
●Take note that the funds must be transferred to the main wallet first.
●Next Step is to go to the membership option in the side menu
●Click manage and select Family base.
● Login to the mobile app then click on hamburger icon top right corner three lines.
● Click My Profile
● Click Trusted Contact
● Fill in Trusted contact
● Click the three lines in the top right corner.
● Click Invite Friends
● They will be invited through email.
HELP CENTER
● Top right, click on the three line menu
● Scroll down and click Help Center
● Customers can now review Help & FAQ Articles related to the App. The “Search for Help” option allows customers to enter their question and find the answers to their questions.
● Once logged in, you will see your portfolio information. Scroll down this page and you will find your stock listed.
● Tap on the stock you want to sell and hit the orange sell button to the bottom left of the screen.
● Select how many shares you’d like to share and click next.
● Scroll down and hit Place Order.
● All set.
NOTE: BACK OFFICE TICKET FOR NOW. If you place an order by 3 pm ET on a day the stock market is open, the order will execute at the stock’s closing market price that day. (The cut-off time is a little earlier if the market is closing early, for example, the day after Thanksgiving or Christmas Eve.) If it is entered after this cut-off time or on a weekend or holiday, this order will carry over to the next business day, where it will be completed at that day's closing price.
IN THE EXPLORE SECTION
TRANSACTION HISTORY
● In the home screen of the app, scroll down to the kids account which is found under the “My Family Section”
● Select the 3 dot menu and choose transaction history
● Under transactions, select Spending to view debit card transactions.
Step 1:
●Top right hand corner click the three lines
● Go to Parental Controls
● Select which kids account you want to close or modify.
● Then click toggle to on or off in Lock/Unlock section
OR
Step 2.
● In the home screen of the app, scroll down to the kids account which is found under the “My Family Section”
● Select the 3 dot menu and choose parental controls
● Then click toggle to on or off in Lock/Unlock section
(PRODUCT OVERVIEW, SLIDE 16)
NOTE: PIN CANNOT BE CHANGED IF THE CARD IS LOCKED.
ADD DEBIT CARD IN ACCOUNT:
At the top right hand corner, click the three lines
Click Money Management
Scroll down and click Link your card
Fill in your card details correctly, click on continue
You should see a message on the screen "Your card has been added" once its successful
Click "DONE"
● Click the three line icon at the top right hand corner
● Go to Parental Controls
● Select which kids account you want to close or modify.
● Beside your kids name, click the 3 dot menu and choose Close Kids Stockpile Account.
• Top right corner, click on the three lines.
• Scroll down at the bottom and you will see the app version.
● Top right, click on the three line menu
● Scroll down and click Help Center
● Customers can now review Help & FAQ Articles related to the App. The “Search for Help” option allows customers to enter their question and find the answers to their questions.
● Click three lines at the top right corner
●Click "Parental Controls"
● Select and choose kid account
● Click on the "Report Lost or Stolen" card option.
● Choose the reason for the new card
● Then just follow the prompts, confirm the address and card will arrive in 7-10 bs days
● Confirm to the customer that there will be a $5 fee, but disregard if there are unauthorized transactions
DISPUTE SITUATIONS FOR UNAUTH TRANSACTIONS WHEREIN THE CARD IS LOST OR STOLEN, IT IS REQUIRED TO WAIVE THE $5 FEE.
• Top right corner, click on the three lines.
• Scroll down and click on share feedback.
● In the home screen of the app, scroll down to the kids account which is found under the “My Family Section”
● Select the 3 dot menu and choose transaction history
● Under transactions, select Spending to view debit card transactions.
BACK OFFICE TICKET FOR NOW.
●Scroll down to the bottom of the app.
●Click on portfolio
●Scroll down and click on the Watchlist tab beside the portfolio tab.
● top right corner, click the three lines
● Scroll down, and click membership
● Click on Manage, scroll down and click Compare Plans which is above the Cancel membership