Stash celebrates Asian American and Pacific Islander Heritage Month.

The Promotion

 

Between September 3, 2019 and September 30, 2019 (the “Promotion Period”), when you open a Stash Invest Account under any Stash platform tier and link your bank to it in accordance with the requirements described below, you will be eligible to receive a waiver of $1.00 off your monthly Stash Fee (as defined in your Advisory Agreement) for up to twelve (12) months. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

 

The fee waiver available pursuant to this Promotion is a total of $1.00 off your monthly Stash Fee. Accordingly, you will remain responsible for any Stash Fees you owe that exceed $1.00 per month, including 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 for this Promotion, during the Promotion Period you must (i) open an individual brokerage account with Stash under any Stash platform tier (your “Stash Invest Account”), (ii) link a Funding Account (e.g., a bank account) to your Stash Invest Account, and (iii) adhere to all required account opening agreements. If you satisfy all of the conditions in the previous sentence, Stash will waive $1.00 off your monthly Stash Fee attributable to your Stash platform tier for the twelve (12) calendar months following the Promotion Period (October 2019 through September 2020). 

 

You are only eligible to participate in this Promotion if you receive this Promotion directly from Stash. Further, your Stash Invest Account must be in good standing during the Promotion Period to receive 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 Invest Account is 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. 

 

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 a total of $1.00 off your monthly Stash Fee. Accordingly, you will remain responsible for any Stash Fees you owe that exceed $1.00 per month, including 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. The fee waiver available pursuant to this Promotion shall apply in the event that you elect to upgrade and/or downgrade your monthly Stash Fee at any time during the Promotion Period. A Stash Invest account is an individual brokerage account advised by Stash Investments LLC. 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, 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.