Terms and Conditions
Bonus Offer EligibilityStash Investments LLC (“Stash”) will waive the Stash wrap fees specified [above] [in the bonus offer] during the “Eligibility Period” (as defined below) for a client’s “Qualifying Account” (as defined below) subject to satisfying the terms and conditions described herein. “Eligibility Period” is defined as six months upon account creation date. A “Qualifying Account” is a UGMA/UTMA account advised by Stash Investments LLC. Tax-advantaged accounts (including Roth IRAs and Traditional IRAs) are not Qualifying Accounts.
To participate in this bonus offer you must (1) complete the Stash account opening process and agree to all required agreements 2) acknowledge that the money invested in the custodial account belongs to the minor, and can only be withdrawn when they turn of age (depending on the state) 3) have received an invitation to participate in this offer directly from Stash 4) ensure that the custodial for which the account is being created must be under the age of 18 during the Eligibility Period.
Posting: Waiving of the Stash Wrap Fee may take up to 10 days after completing the account opening requirements, or such later date as determined in Stash’s discretion.
Other InformationStash Wrap Fee will be applied after the Eligibility Period ends and will be $1 per month for 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. 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. 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. Pricing is subject to change. This offer is not valid with any other offers and is non-transferrable. Please note, the bonus funds may be treated as taxable income.You are responsible for any federal or state taxes resulting from receipt of bonus funds. This information shall not constitute tax advice. Please consult a tax professional for tax advice. Stash Investments LLC is an SEC registered investment adviser. You may view Stash’s Wrap Fee Brochure and client agreements at www.stash.com/legal.