Promotion Terms and Conditions
When you open a Stash Retire Account, we will waive the monthly Wrap Fee for your Stash Retire Account for a period of six (6) months from the time you open the account. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).
To participate in this Promotion you must open a Stash Retire Account, link a bank account, and deposit at least five-dollars ($5) into your Stash Retire Account. A Stash Retire Account is an individual retirement account (including a Roth IRA or Traditional IRA) advised by Stash Investments LLC.
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. 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.
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 $55 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.