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Stash Fee Waiver 

Terms and Conditions

The Promotion

Effective March 4, 2020 (the “Effective Date”), when you receive an offer to participate in this Promotion and open a Stash Invest Account (as defined below) within seven days of receiving your offer, you will be eligible to receive a waiver of your monthly Stash Fee (as defined in your Advisory Agreement) attributable to your Stash platform tier 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. 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 Debit 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: (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 under any Stash platform tier (a “Stash Invest Account”) within seven (7) calendar days from the date you receive an offer to participate in this Promotion (the “Offer Period”), and (iii) select to pay for your monthly Stash Fee attributable to your Stash platform tier on a monthly basis in advance during your Offer Period. You will not be eligible to participate in this Promotion if you select to pay for your monthly Stash Fee attributable to your Stash platform tier 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 monthly Stash Fee for the remainder of the calendar month that you first open your Stash Invest Account, 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 March 10, 2020, and you complete the process of opening a Stash Invest Account and select to pay for your monthly Stash Fee attributable to your Stash platform tier on a monthly basis prior to the end of your Offer Period (e.g. on March 15, 2020), then your Fee Waiver Period will be from March 15, 2020 through April 30, 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. a 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 subsequent to 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 March 15, 2020, you will receive a fee waiver for the entirety of your Fee Waiver Period. Alternatively, however, if your Linked Date is April 1, 2020, you will only receive a fee waiver from April 1 through April 30, 2020, and not your entire Fee Waiver Period. 

Other Information

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. A “Stash Invest account” is an individual brokerage account advised by Stash Investments LLC. 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 Agreements at https://www.stashinvest.com/disclosurelibrary. 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. 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 Debit 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 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.