7-Day Premium Tier Upgrade $4 Stash Fee Waiver Promotion
Terms and Conditions
When you receive an offer to participate in this Promotion and upgrade your monthly Stash Fee (as defined in your Advisory Agreement) subscription plan from either the Stash Beginner platform tier or the Stash Growth platform tier to the Stash+ platform tier in accordance with the requirements described below, you will be eligible to receive a one-time waiver of $4.00 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 $4.00 off your monthly Stash Fee for one (1) month. Accordingly, you will remain responsible for any Stash Fees you owe that exceed $4.00 for that given month, including any ancillary fees you owe that are not included in your monthly Stash Fee, whether due on your Personal Portfolio, Stash Banking account, Stash Retire account, Stash Smart Portfolio or Stash Custodial account, as applicable.
To be eligible for this Promotion, you must complete the following steps within seven (7) calendar days from the date you receive an offer message directly from Stash to participate in this Promotion (the “Offer Period”): (i) upgrade your monthly Stash Fee from either the Stash Fee attributable to the Stash Beginner platform tier or the Stash Growth platform tier to the Stash Fee attributable to the Stash+ platform tier, (ii) elect to pay for your monthly Stash Fee attributable to the Stash+ platform tier on a monthly basis in advance, (iii) successfully complete (or already have completed, or re-apply for and complete, as applicable to you) the designated registration process of opening an individual taxable brokerage account advised by Stash Investments LLC that is in good standing (a “Personal Portfolio”), (iv) link a funding source (e.g., a bank account) to your Personal Portfolio, and (iv) have neither upgraded nor downgraded your monthly Stash Fee at any time in the thirty (30) days prior to the start of your Offer Period. You will not be eligible to participate in this Promotion if during the process of upgrading to the Stash+ platform tier under (i) and (ii) above, you select to pay for your monthly Stash Fee attributable to the Stash+ platform tier in advance on an annual basis.
If you satisfy all of the conditions in the previous paragraph during your Offer Period, Stash will waive $4.00 off your first monthly Stash Fee for one (1) month following your Offer Period. You are only eligible to receive one (1) fee waiver under this Promotion. For the avoidance of doubt, in the event you only complete the designated registration process to receive the Financial Counseling Service (as defined in your Advisory Agreement) from Stash, or you otherwise do not complete the designated registration process required for opening a Personal Portfolio, you will not be eligible to receive a fee waiver under this Promotion.
Your Personal Portfolio must be in good standing in order to participate in this Promotion and to receive the one-time fee waiver hereunder. Stash reserves the right to determine in its sole discretion whether an account is closed and/or in good standing. An account in good standing for purposes of this Promotion is an account for which all required account opening documentation has been completed and verified, and is not locked, or restricted, or otherwise flagged in any way. If your Personal Portfolio is closed or not in good standing for any reason at any time, your eligibility to participate in this Promotion and any fee waiver will be forfeited.
Stash Investments LLC is an SEC registered investment adviser. You may view our Wrap Fee Brochure and our Advisory Agreements at https://www.stash.com/disclosurelibrary. As noted above, the fee waiver available pursuant to this Promotion is a total of $4.00 off your monthly Stash Fee for one (1) month following your Offer Period. Accordingly, you will remain responsible for any Stash Fees you owe that exceed $4.00 for that given month, including any ancillary fees you owe that are not included in your monthly Stash Fee, whether due on your Personal Portfolio, Stash Banking account, Stash Retire account, Stash Smart Portfolio, or Stash Custodial account, as applicable. A list of such ancillary fees is included in your Advisory Agreement.
If, for any reason, this Promotion is not capable of running as planned, whether due to infection by computer virus, bugs, tampering, unauthorized intervention, fraud, technical failures, or any other causes beyond the control of Stash which corrupts or affects the administration, security, fairness, integrity, or proper conduct of this Promotion, Stash reserves the right in its sole discretion, to disqualify any individual who tampers with this Promotion, and to cancel, terminate, modify or suspend this Promotion. In the event of termination, Stash may in its sole discretion award a fee waiver to those who have satisfied the eligibility criteria set forth herein up until the time of termination. Stash assumes no responsibility for any error, omission, interruption, deletion, defect, delay in operation or transmission, communications line failure, theft or destruction or unauthorized access to, or alteration of, this Promotion. Stash is not responsible for any problems or technical malfunction of any telephone network or lines, computer online systems, servers, or providers, computer equipment, software, failure of any e-mail or entry to be received by Stash on account of technical problems, human error or traffic congestion on the Internet or at any web site, or any combination thereof, including any injury or damage to any person’s computer related to or resulting from participation in this Promotion.