Bonus Offer Terms and Conditions
Bonus Offer EligibilityStash Investments LLC (“Stash”) will waive the Stash wrap fees during the (“Eligibility Period”) for a client’s (“Qualifying Account”). (“Eligibility Period”) is defined as the time period of when an individual is between the ages of 18-24 (at the time of account opening) until they reach the age of 25. “Qualifying Account” is defined as a tax-advantaged account (including Roth IRA or Traditional IRA) provided through Stash Retire. UGMA/UTMA and personal Invest accounts are not Qualifying Accounts.
To participate in this bonus offer you must (1) complete the Stash account opening process and link a funding source (e.g., bank account) to a Qualifying Account and (2) deposit at least $5.00 USD into such Qualifying Account. Bonus funds must remain in your Stash account for 90 days beginning from the date the bonus funds are deposited into your Stash account and for the entirety of the 90-day period.
Other InformationStash Wrap Fee will be applied after the Eligibility Period ends and will be $2 per month for Retire accounts with balances less than $5,000 and 0.25% per year of assets for all accounts with balances above $5,000. Stash is not responsible for incorrect entry or other failure on your part to meet standards for qualifying for the bonus. Stash reserves the right to terminate this offer at any time and to refuse or recover any bonus funds if Stash determines that such funds were obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the Stash account, or that any terms of Stash Investment LLC’s Advisory Agreement have been violated. Offer available to U.S residents only. This offer is not valid with any other offers and is non-transferrable. Once you have received an associated fee waiver under any fee waiver campaign, you may no longer be eligible for future fee waivers under the same or any similar campaign. The Stash wrap fee is for services provided by Stash Investments LLC (“Stash”) and the brokerage and custodial services provided by Stash Capital LLC and its custody and clearing partner, Apex Clearing Corp (“Apex”). Client accounts will be charged the Stash wrap fee effective after the end of the fee waiver. The Stash wrap fee does not include the fees and expenses applicable to investment funds, including the fees and expenses that are reflected in the price of ETF shares, which are deducted from the fund’s net asset value and are borne by the fund’s shareholders. The Stash wrap fee also does not include additional costs for ancillary services. For more information regarding the Stash wrap fee and other costs associated with the program, please refer to the Stash Form ADV Part 2 Brochure or your Advisory Agreement. Pricing is subject to change.
Stash Investments LLC is an SEC registered investment adviser. You may view Stash’s Wrap Fee Brochure and client agreements at www.stashinvest.com/legal.