Stride $5 Giveaway and Growth Tier Fee Waiver Promotion
Terms and Conditions
Between March 27, 2020 and May 31, 2020 (the “Promotion Period”), when you open a Stash Invest Account under the Stash Growth platform tier in accordance with the requirements described below, you will be eligible to receive a one-time deposit of $5 into the cash balance of your Stash Invest Account along with a waiver of your monthly Stash Fee (as defined in your Advisory Agreement) attributable to the Stash Growth platform tier for your Fee Waiver Period (as defined 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 attributable to the Stash Growth 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 during your Fee Waiver Period, whether due on your Stash Invest Account, Stash Debit account, Stash Retire account, or Stash Custodial account, as applicable.
This Promotion is not available if you choose an annual subscription.
To be eligible to qualify for the Bonus Funds (as defined below) and a fee waiver under this Promotion, during the Promotion Period you must complete the following steps: (i) open an individual brokerage account advised by Stash Investments LLC (your “Stash Invest Account”) and an individual retirement account advised by Stash Investments LLC (your “Stash Retire account”) under the Stash Growth platform tier (collectively, your “Stash Accounts”), (ii) select to pay for your monthly Stash Fee attributable to the Stash Growth platform tier on a monthly basis in advance, and (iii) adhere to all required account opening agreements. You will not be eligible to participate in this Promotion if you select to pay for your monthly Stash Fee attributable to the Stash Growth platform tier in advance on an annual basis.
If you satisfy all of the conditions in the previous paragraph, you will (i) receive a one-time deposit of five dollars ($5.00) into the cash balance of your Stash Invest Account (the “Bonus Funds”) and (ii) be eligible to claim a waiver of your monthly Stash Fee attributable to your Stash Growth platform tier for the remainder of the calendar month following the date you complete the registration process of opening your Stash Accounts, along with the six (6) calendar months that follow (collectively, your “Fee Waiver Period”). The Bonus Funds will be deposited into your Stash Invest account within five (5) business days from the date you satisfy the conditions set forth above.
For example, if you complete the process of opening your Stash Accounts and select to pay for your monthly Stash Fee attributable to your Stash platform tier on a monthly basis on April 15, 2020, then (a) your Fee Waiver Period will be from April 15, 2020 through October 31, 2020, and (b) you will receive a deposit of Bonus Funds into the cash balance of your Stash Invest Account.
In order for you to claim your fee waiver of your monthly Stash Fee attributable to your Stash Growth platform tier for all or a portion of your Fee Waiver Period, you must link a funding account (e.g., a bank account) to your Stash Accounts. The date that you link your funding account to your Stash Accounts 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 April 15, 2020, you will receive a fee waiver for the entirety of your Fee Waiver Period. Alternatively, however, if your Linked Date is May 1, 2020, you will only receive a fee waiver from May 1 through October 31, 2020, and not your entire Fee Waiver Period.
You are only eligible to participate in this Promotion if you receive this Promotion directly from Stash. You are only eligible to receive one Bonus Funds reward during the Promotion Period. The Bonus Funds must remain in your Stash Invest Account for ninety (90) days beginning from the date the Bonus Funds are deposited into your Stash Invest Account and for the entirety of the 90-day period, which shall be determined by Stash in its sole discretion. The Bonus Funds deposited by Stash is a fixed cash value and does not constitute stock or any other security, nor is it a recommendation to buy any specific stock or other security. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) are not eligible to receive Bonus Funds under this Promotion.
Further, your Stash Accounts must be in good standing during the Promotion Period to receive the Bonus Funds and the fee waiver under this Promotion. 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 opening documentation has been completed and verified, and is not locked, or restricted, or otherwise flagged in any way. If your Stash Accounts are closed or not in good standing for any reason at any time, any fee waiver you receive will be forfeited. Stash reserves the right to determine in its sole discretion whether an account is closed and/or in good standing.
Stash Investments LLC pays pre-determined compensation to affiliate marketers or other strategic partners who drive users to a Stash web property. Accordingly, you may have been redirected to a landing page or these Promotion Terms by such an incentivized third-party who would not have otherwise redirected you there. By continuing with the account opening process, you are acknowledging receipt of this disclosure. Stash and the referring party who directed you to this web property have entered into a written agreement whereby the referring party will use its best efforts to solicit and refer individuals as clients (“Prospective Clients”) to Stash in exchange for cash compensation to be paid by Stash. Such referring party is an independent contractor, and is not an affiliate, agent, representative, partner or employee of Stash nor does the referring party have authority to accept a client agreement on behalf of Stash, to collect or receive payment in its own name for any of Stash’s services, or to provide investment advice on behalf of Stash. The referring party’s referral does not constitute a statement of the referring party’s experience with, or endorsement of, Stash. Stash will pay the referring party for referral services provided by the referring party $5 for each Prospective Client who opens a Stash Account and links a funding account (e.g. a bank account) to their Stash Account in accordance with these Promotion Terms. Stash will not charge you any additional fees as a result of its agreement with the referring party. The amount of fees that Stash will charge you for investment advisory services is the same as what it would customarily charge any new customer who was not referred by a referring party.
Stash Investments LLC is an SEC-registered investment adviser. You may view our Wrap Fee Brochure and our Advisory Agreement 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 the Stash Growth 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 for your Fee Waiver Period, 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.