Stash Fee Waiver
Promotion Terms and Conditions
Effective August 16, 2023 (the “Effective Date”), when you receive an invitation to participate in this Promotion directly from Stash and complete the eligibility steps outlined below, you will be eligible to receive a waiver of your monthly 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 monthly 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 monthly Stash Fee, whether due on your Stash Invest Account, Stash Banking account, Stash Retire account, Stash Smart account, Stash Crypto account, and Stash Custodial account, as applicable, and your Stash Fee once your Fee Waiver Period expires.
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 to participate in this Promotion directly from Stash, (ii) complete the first phase of the registration process via the Stash mobile application and/or website (the “Stash Platform”) by providing all of the information requested of you, AND (iii) select a platform tier service subscription plan. You will not be eligible to participate in this Promotion if (a) you elect to upgrade or downgrade your platform tier service subscription plan during your Fee Waiver Period (as defined below), or (c) you otherwise do not complete the eligibility steps in a manner consistent with the previous sentence.
On the exact date that you satisfy all of the conditions in the previous paragraph (which shall be deemed your “Eligibility Date”), you will be eligible to claim a fee waiver of your monthly Stash Fee for the period starting on your Eligibility Date and ending thirty (30) calendar days later (such period, your “Fee Waiver Period”). For example, if you receive an offer to participate in this Promotion directly from Stash and you complete the eligibility steps outlined above on August 1, 2023, then your Eligibility Date will be August 1, 2023 and your Fee Waiver Period will be August 1, 2023 through August 31, 2023. Then on August 31, 2023, your Stash Fee will then be assessed to your selected payment method, along with any future monthly billing dates that arise until you elect to close your account with Stash.
If Stash cannot collect your Stash Fee from a valid payment source after your Fee Waiver Period expires, you will no longer retain access to Stash’s Financial Counseling Services (as defined in your Advisory Agreement).
Your account with Stash must be in good standing to receive the fee waiver under this Promotion. If your 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, your Advisory Agreement, and any other relevant documentation regarding your account with Stash at https://www.stash.com/disclosurelibrary. Monthly platform tier service subscription fees start at $3.00. As noted above, the fee waiver available pursuant to this Promotion is for your monthly Stash Fee attributable to your Stash platform tier for your Fee Waiver Period only. 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, Smart Account, Stash Custodial account, and Stash Crypto account as applicable. A list of such ancillary fees is included in our Advisory Agreement. You will bear the standard fees and expenses reflected in the pricing of any exchange-traded funds (ETFs) in your account. Some fees apply to the bank account, please see the Deposit Account Agreement for more information. To cancel your platform tier service, you may follow the instructions included here: https://ask.stash.com/ask/close-my-subscription/.
Stash Banking services provided by Stride Bank, N.A., Member FDIC. The Stash Stock-Back® Debit Mastercard® is issued by Stride Bank pursuant to license from Mastercard International. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. Any earned stock rewards will be held in your Stash Invest account. Investment products and services provided by Stash Investments LLC and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. This Promotion is sponsored by Stash Financial, Inc. or its affiliates.
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. In the event of termination, Stash may in its sole discretion award a fee waiver to those who have satisfied the eligibility criteria set forth herein up until the time of termination. 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.