Stash celebrates Asian American and Pacific Islander Heritage Month.

Business Insider Fee Waiver Promotion 

Terms and Conditions

 

The Promotion

 

When you open a Stash Invest Account (as defined herein) in accordance with the terms and conditions stated below, you will be eligible to receive a waiver of your Stash Fee (as defined in our Advisory Agreement) attributable to your Stash platform tier for one (1) calendar month. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

 

The fee waiver available pursuant to this Promotion is for your monthly Stash Fee. Accordingly, you will remain responsible for 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 to participate in this Promotion, you must (i) open an individual brokerage account advised by Stash Investments LLC (a “Stash Invest Account”) on or after September 12, 2019, (ii) adhere to all required account opening agreements, and (iii) your Stash Invest Account must remain in good standing (as further described below). If you satisfy the conditions in the previous sentence, we’ll waive your monthly Stash Fee for your Stash Invest Account for one (1) calendar month.

 

You are only eligible to participate in this Promotion if you received this Promotion directly from Stash. Your Stash Invest Account must remain in good standing in order to receive the fee waiver for one (1) calendar month under this Promotion. Stash reserves the right to determine in our 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 opening documentation has been completed and verified, and is not locked, or restricted, or otherwise flagged in any way. If your Stash Invest Account is closed or not in good standing for any reason at any time, your fee waiver you receive will be forfeited.

 

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 for your monthly Stash Fee, and you remain responsible for any other fees that you owe that are not included in your monthly Stash Fee (including any ancillary fees), whether due on your Stash Invest account, Stash Debit account, Stash Retire account and/or Stash Custodial account, as applicable. A list of such ancillary fees is included in our Advisory Agreement. The fee waiver available pursuant to this Promotion shall apply in the event you elect to upgrade and/or downgrade your monthly Stash Fee at any time during the Promotion Period. A Stash Invest account is an individual brokerage account advised by Stash Investments LLC. 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, 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. 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.

 

Predetermined Compensation Disclosure 

 

Stash Investments LLC pays pre-determined compensation to affiliate marketers or other strategic partners who drive users to a Stash web property. Accordingly, you may have been redirected to this landing page by such an incentivized third-party who would not have otherwise redirected you here. By continuing with the account opening process, you are acknowledging receipt of this disclosure. Stash and the referring party who directed you to this web property have entered into a written agreement whereby the referring party will use its best efforts to solicit and refer individuals as clients (“Prospective Clients”) to Stash in exchange for cash compensation to be paid by Stash. Such referring party is an independent contractor, and is not an affiliate, agent, representative, partner or employee of Stash nor does the referring party have authority to accept a client agreement on behalf of Stash, to collect or receive payment in its own name for any of Stash’s services, or to provide investment advice on behalf of Stash. The referring party’s referral does not constitute a statement of the referring party’s experience with, or endorsement of, Stash. Stash will pay the referring party for referral services provided by the referring party up to $10 for each Prospective Client who opens, links a bank to, or deposits funds into a Stash account. Stash will not charge you any additional fees as a result of its agreement with the referring party. The amount of fees that Stash will charge you for investment advisory services is the same as what it would customarily charge any new customer who was not referred by a referring party.