Promotion Terms and Conditions

This Promotion ended effective January 11, 2019 at 4:30 p.m. ET.

The Promotion

Between January 4, 2019 and February 1, 2019 (the “Promotion Period”), we’ll offer you the chance to get up to four (4) months of your monthly Wrap Fee waived when you complete an eligible Coach Challenge as described in these terms and conditions (the “Promotion Terms”).


During the Promotion Period, we’ll release a new Coach Challenge each week. To participate in this Promotion you must complete all three parts of the weekly eligible Coach Challenge within seven days of that Challenge going live (that is, by 4:30 p.m. ET on the Friday after the Challenge goes live). For each eligible Coach Challenge that you complete, Stash will waive the monthly Wrap Fee for your Qualifying Account within one to two billing cycles of the Promotion Period. For each eligible Coach Challenge you complete during the Promotion Period, Stash will waive the monthly Wrap Fee for that number of consecutive billing cycles. For example, if you complete two eligible Coach Challenges during the Promotion Period, then Stash will waive two consecutive monthly Wrap Fees. A “Qualifying Account” is an individual brokerage account advised by Stash Investments LLC. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) are not eligible for this Promotion.

Other Information

Stash Investments LLC is an SEC registered investment adviser. You may view our Wrap Fee Brochure and our Advisory Agreements at You remain responsible for ancillary fees that are not included in the monthly Wrap Fee. 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 reserves the right to amend or cancel this Promotion at any time. Stash may recover any fees owed if Stash determines that inaccurate or incomplete information was provided when opening your account, or that any terms of our Advisory Agreement or these Promotion Terms have been violated. Promotion available to U.S residents only. This Promotion is not valid with any other promotions and is non-transferrable.“`