Stash celebrates Asian American and Pacific Islander Heritage Month.

Stash Growth Tier $2 Fee Waiver Promotion

Terms and Conditions

      THE PROMOTION: Between 12:00 PM (ET) November 8, 2019 and 11:59 PM (ET) November 14, 2019 (the “Promotion Period”), when you upgrade your monthly Stash Fee (as defined in your Advisory Agreement) from the Stash Beginner platform tier to the Stash Growth platform tier in accordance with the requirements described below, you will be eligible to receive a waiver of $2.00 off your monthly Stash Fee for one (1) month thereafter. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

      The fee waiver available pursuant to this Promotion is for a total of $2.00 off your monthly Stash Fee for one (1) month. Accordingly, you will remain responsible for any Stash Fees you owe that exceed $2.00 for that given month, including any ancillary fees you owe that are not included in your monthly Stash Fee, whether due on your Stash Invest account, Stash Debit account, Stash Retire account, or Stash Custodial account, as applicable.

      ELIGIBILITY: To be eligible for this Promotion, you must (i) upgrade your monthly Stash Fee from the fee attributable to the Stash Beginner platform tier to the fee attributable to the Stash Growth platform tier during the Promotion Period by completing the process of opening a Stash Retire account (as defined below), (ii) have completed the registration process of opening your Stash Invest account (as defined below) before October 7, 2019, and (iii) have neither upgraded nor downgraded your monthly Stash Fee at any time between October 8, 2019 and November 8, 2019.

      If you satisfy all of the conditions in the previous paragraph, Stash will waive $2.00 off your monthly Stash Fee for one (1) month following the Promotion Period. You are only eligible to participate in this Promotion if you received this Promotion directly from Stash. Further, your Stash Invest account and Stash Retire account must be in good standing during to receive the fee waiver under this Promotion. If your Stash Invest account or Stash Retire account is closed or not in good standing for any reason at any time, any fee waiver you receive hereunder will be forfeited.

      A “Stash Invest account” is an individual brokerage account advised by Stash Investments LLC. A “Stash Retire account” is an individual retirement account (including a Roth IRA or Traditional IRA) advised by Stash Investments LLC. An account in good standing for purposes of this Promotion is an account for which all required opening documentation has been completed and verified, and is not locked, or restricted, or otherwise flagged in any way. Stash reserves the right to determine in its sole discretion whether an account is closed and/or in good standing.

      OTHER INFORMATION: Stash Investments LLC is an SEC-registered investment adviser. You may view our Wrap Fee Brochure and our Advisory Agreements at https://www.stashinvest.com/disclosurelibrary. As noted above, the fee waiver available pursuant to this Promotion is a total of $2.00 off your monthly Stash Fee for one (1) month following the Promotion Period. Accordingly, you will remain responsible for any Stash Fees you owe that exceed $2.00 for that given month, including any ancillary fees you owe that are not included in your monthly Stash Fee, whether due on your Stash Invest account, Stash Debit account, Stash Retire account, or Stash Custodial account, as applicable. A list of such ancillary fees is included in our Advisory Agreement. Stash is not responsible for any failure on your part to meet standards for qualifying for this Promotion. Stash may withhold or recover any fees waived if Stash determines that such fee waiver was obtained under wrongful or fraudulent circumstances, or was awarded to you in error, or that you received an invitation to participate in this Promotion in error, or that inaccurate or incomplete information was provided when opening your account, or that any terms of our Advisory Agreement, Terms of Use, or these Promotion Terms have been violated. Stash reserves the right to amend or cancel this Promotion and/or these Promotion Terms at any time. Promotion available to U.S residents only. This Promotion is not valid with any other promotions and is non-transferrable.

      Debit Account Services provided by Green Dot Bank and Stash Visa Debit card issued by Green Dot Bank, Member FDIC. This Promotion is not sponsored or endorsed by Green Dot Bank, Green Dot Corporation, Visa U.S.A., or any of their respective affiliates, and none of the foregoing has any responsibility to fulfill any aspect of this Promotion.