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SMS Fee Waiver Offer

Terms and Conditions

The Promotion

Effective August 28, 2020 (the “Effective Date”), when you open a Stash Invest Account (as defined below) in accordance with the requirements set forth below, you will be eligible to receive a waiver of your Stash Fee (as defined in your Advisory Agreement) for your Fee Waiver Period (as defined below), subject to the terms and conditions stated herein (the “Promotion Terms”).

The fee waiver available pursuant to this Promotion is for your Stash Fee for your Fee Waiver Period only. Accordingly, you will remain responsible for any ancillary fees you owe that are not included in your Stash Fee, whether due on your Stash Invest Account (as defined below), Stash Banking account, Stash Retire account, or Stash Custodial account, as applicable.

Eligibility

To be eligible to qualify for a fee waiver under this Promotion, you must complete each of the following steps on or after the Effective Date: (i) receive an offer directly from Stash to participate in this Promotion, (ii) complete the process of opening an individual brokerage account advised by Stash Investments LLC that is in good standing (a “Stash Invest Account”), (iii) elect to purchase a Stash Fee attributable any of Stash’s platform tier service subscriptions, and (iv) select to pay for your Stash Fee attributable to your Stash platform tier service in advance on a monthly basis. You will not be eligible to participate in this Promotion if you select to pay for your Stash Fee attributable to your Stash platform tier service in advance on an annual basis. 

If you satisfy all of the conditions in the previous paragraph, you will be eligible to claim your fee waiver of your Stash Fee for the remainder of the calendar month that you complete each of the conditions above, along with the entire calendar month that follows (your “Fee Waiver Period”). For example, if you receive an offer to participate in this Promotion directly from Stash on September 20, 2020, and then complete the process of opening a Stash Invest Account, elect to purchase a Stash Fee attributable to a Stash platform tier service, and select to pay for your Stash Fee attributable to your Stash platform tier service on a monthly basis all on September 25, 2020, then your Fee Waiver Period will be from September 25, 2020 through October 31, 2020.

In order for you to claim your fee waiver for all or a portion of your Fee Waiver Period, however, you must link a funding account (e.g. an external bank account) to your Stash Invest Account. The date that you link your funding account to your Stash Invest Account will be deemed your “Linked Date” for purposes of these Promotion Terms. Your fee waiver hereunder will apply from your Linked Date through the remainder of your Fee Waiver Period. If your Linked Date occurs after the end of your Fee Waiver Period, you will forfeit your fee waiver hereunder. In furtherance of the example above, if your Linked Date is September 25, 2020, you will receive a fee waiver for the entirety of your Fee Waiver Period. Alternatively, however, if your Linked Date is October 1, 2020, you will only receive a fee waiver from October 1, 2020 through October 31, 2020, and not your entire Fee Waiver Period. Lastly, if your Linked Date occurs on or after November 1, 2020, you will forfeit your fee waiver hereunder.

Other Information

By signing up for this Promotion via text, you agree to receive recurring automated promotional and personalized marketing text messages (e.g. account sign-up reminders) from Stash related to your taxable brokerage, IRA, and/or custodial accounts at the cell phone number used when signing up. Consent is not a condition of purchase. Reply HELP for help and STOP to cancel. Message frequency varies. Message & data rates may apply. View Terms & Privacy.

Your Stash Invest Account must be in good standing to receive the fee waiver under this Promotion. If your Stash Invest Account is closed or not in good standing for any reason at any time, any fee waiver you receive hereunder will be forfeited. 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.

Stash Investments LLC is an SEC-registered investment adviser. You may view our Wrap Fee Brochure and our Advisory Agreement at https://www.stash.com/disclosurelibrary. As noted above, the fee waiver available pursuant to this Promotion is for your Stash Fee attributable to your Stash platform tier service for your Fee Waiver Period. Accordingly, you will remain responsible for any ancillary fees you owe that are not included in your Stash Fee, whether due on your Stash Invest Account, Stash Banking account, Stash Retire account, and/or Stash Custodial account, as applicable. A list of such ancillary fees is included in our Advisory Agreement. Monthly Stash Fees start at $1.00. However, you will bear the standard fees and expenses reflected in the pricing of any exchange-traded funds (ETFs) in your account, plus fees for various ancillary services charged by Stash. Some fees apply to the bank account. Please see the Green Dot Deposit Account Agreement for more information, which can be found at https://www.stash.com/disclosurelibrary.

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, or was awarded to you in error, or that you received an invitation to participate in this Promotion in error, or 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.

Debit Account Services provided by Green Dot Bank and Stash Visa Debit card issued by Green Dot Bank, Member FDIC. 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.