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Stash Beginner Tier Fee Waiver Promotion

Terms and Conditions

 

The Promotion

 

Effective May 12, 2020 (the “Effective Date”), when you receive an offer to participate in this Promotion and open a Stash Invest Account (as defined below) under the monthly Stash Fee (as defined in your Advisory Agreement) attributable to the Stash Beginner platform tier in accordance with the requirements described below, you will be eligible to receive a waiver of your monthly Stash Fee attributable to your Stash Beginner platform tier for your Fee Waiver Period (as described below). 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 for your Fee Waiver Period. 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 Banking account, Stash Retire account, or Stash Custodial account, as applicable.

 

Eligibility

 

To be eligible to qualify for the fee waiver under this Promotion, you must satisfy each of the following conditions on or after the Effective Date in the following order: (i) receive an offer to participate in this Promotion directly from Stash, (ii) complete the process of opening an individual brokerage account advised by Stash Investments LLC (a “Stash Invest Account”) under the monthly Stash Fee attributable to the Stash Beginner platform tier, and (iii) your Stash Invest Account must be and remain in good standing. 

 

If you satisfy the conditions specified in the preceding paragraph, then you will be eligible to claim a fee waiver of your monthly Stash Fee for the remainder of the calendar month from the date that you successfully open your Stash Invest Account, along with each calendar month that follows, unless your fee waiver is otherwise terminated in accordance with these Promotion Terms (your “Fee Waiver Period”). 

 

Notwithstanding the foregoing, your Fee Waiver Period and the corresponding fee waiver described hereunder will terminate immediately upon any of the following: (i) if you upgrade your monthly Stash Fee from the monthly Stash Fee attributable to the Stash Beginner platform tier to the monthly Stash Fee attributable to the Stash Growth or Stash+ platform tiers at any time, (ii) if you cancel or close your Stash Invest Account at any time, (iii) if your Stash Invest Account is not in good standing for any reason at any time, (iv) 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, or (v) if Stash determines in its sole discretion to cancel, suspend or terminate this Promotion. 

 

You are only eligible to participate in this Promotion if you received this Promotion directly from Stash. Further, your Stash Invest account must be in good standing to be eligible to receive the fee waiver under this Promotion. 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. 

 

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 for your Fee Waiver Period. Accordingly, you will remain responsible for any any ancillary fees you owe that are not included in your monthly Stash Fee, whether due on your Stash Invest account, Stash Banking account, Stash Retire account, or Stash Custodial account, as applicable. 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 may withhold or recover any fees waived if Stash determines in its sole discretion that your Fee Waiver Period and the corresponding fee waiver described hereunder has terminated in accordance with these Promotion Terms. 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.