Annual Billing Upgrade: Stash Fee Discount Promotion Terms and Conditions
Promotion Terms and Conditions
Effective December 4, 2023 (the “Effective Date”), When you meet the eligibility requirements set forth below and upgrade your monthly Stash Fee (as defined in your Advisory Agreement) billing frequency from monthly to annual in accordance with the requirements described below, you will be eligible to receive fee discount (as described in your offer) off your annual Stash Fee for one (1) year thereafter. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).
The fee discount available pursuant to this Promotion is for a percent (%) discount off your annual Stash Fee. Accordingly, you will remain responsible for any Stash Fees you owe, including any ancillary fees you owe that are not included in your annual Stash Fee, whether due on your Personal Portfolio, Stash Banking account, Stash IRA, Stash Custodial Account, or Smart Portfolio.
To be eligible to qualify for a subscription discount under this Promotion, you must complete the following steps within the specified time period included in your offer message to participate in this Promotion (the “Offer “Period”): (i) receive an offer message with Stash to participate in this Promotion; (ii) complete the interactive instructions included in your offer message AND successfully update your Stash Fee billing frequency from monthly to annual by following the instructions in your offer. If you satisfy the conditions stated herein, you will be eligible to claim a fee discount off of your annual Stash Fee for one (year) following your billing anniversary date in an amount equal to the amount specified in your offer to participate in this Promotion (“Fee Discount”). You will not be eligible to participate in this Promotion if (a) your payment method fails or is otherwise deemed invalid, or (b) you otherwise do not complete the eligibility steps in a manner consistent with the previous sentence, or (c) or you elect to downgrade your billing frequency from annually in advance to monthly during your offer period. In order to be eligible to receive this promotional offer, you must have an individual taxable brokerage account advised by Stash Investments LLC that is in good standing (a “Personal Portfolio”).
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 Discount under this promotion. Further, the annual billing period starts on your initial billing date and lasts for the following twelve (12) calendar months. A “Personal Portfolio” is an individual taxable brokerage account advised by Stash Investments LLC. 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. Stash reserves the right to determine in its sole discretion whether an account is closed and/or in good standing.
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. 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.