Stash Invest Retention Fee Waiver Promotion
Terms and Conditions
When you meet the eligibility requirements described below, you will be eligible to receive a waiver of your monthly Stash Fee (as defined in our Advisory Agreement) attributable to your Stash platform tier for one (1) month thereafter. 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. Accordingly, you will remain responsible for any ancillary fees you owe that are not included in your monthly Stash Fee for that given month, whether due on your Stash Invest account, Stash Debit account, Stash Retire account, or Stash Custodial account, as applicable.
To be eligible to participate in this Promotion, (i) you must have an individual brokerage account advised by Stash Investments LLC (a “Stash Invest Account”) and (ii) your Stash Invest Account must be in good standing (as further described below). If you satisfy the conditions in the previous sentence, Stash will waive your monthly Stash Fee for your Stash Invest Account for one (1) month thereafter.
You are only eligible to participate in this Promotion if you received this Promotion directly from Stash. You are only eligible to receive one fee waiver hereunder. Your Stash Invest Account must also remain open and in good standing for thirty (30) days following the date you receive this Promotion directly from Stash in order 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. Stash reserves the right to determine in its sole discretion whether an account is closed and/or in good standing. An account in good standing for purposes of this Promotion is an account for which all required opening documentation has been completed and verified, and is not locked, or restricted, or otherwise flagged in any way.