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STASH DEBIT ACCOUNT FEES $$0 $2.50 $2.50 Varies by retailer, up to $4.95 3% of total transaction amount $0.50 Fee Type Fee Monthly Maintenance Fee 1 2 3 1 2 3 4,5 Initial Card Fee Minimum STASH INVESTMENTS LLC ADVISORY AGREEMENT 3 risk. Orders to purchase or sell securities in the Stash Account (“Orders”) shall be placed by the Client via the Application. There are no other means for the Client to place such an Order. S T AS H B ANK I NG ACCO UNT , P O WE RE D B Y G RE E N DO 1. Ge t t i ng S t a rt e d a . Ge ne r al Inf or mat i on . Your a c c ount i s a de pos i t a c c ount , wi t h a va ri e t y of s e rvi ce s
PLATFORM TIER 3 SUPPLEMENTAL TERMS 10.26.20 FINAL DATE Tier 3 Platform Tier Service - Supplemental Terms Effective as of November 10, 2020 Applicable to customers who elect to purchase, and then maintain, the Tier 3 Platform Tier INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. April 2017) The Depositor named on the application is establishing a Traditional individual retirement account under section 408(a) AGREEMENT TO ELECTRONIC COMMUNICATIONS. BY AGREEING TO THE Agreement to Electronic Communications. By agreeing to the Electronic Communications Agreement, you agree and provide your electronic signature to this Electronic Communications Agreement. SAFETY OF CUSTOMER ASSETS AT APEX CLEARING CORPORATION Safety of Customer Assets at Apex Clearing Corporation Apex Clearing Corporation (Apex) is fully committed to principles of safety andsoundness.
STASH DEBIT FOUNDERS’ PROMOTION TERMS & CONDITIONS Stash Debit FOUNDERS’ Promotion Terms & Conditions. FOUNDERS’ Card Eligibility. If you transfer $100 or more into your taxable brokerage account advised by Stash Investments LLC for the purposes of being saved as your initial deposit into a Stash Debit account (any such funds, “Pre-Launch Funds”), you will become eligible to (1) receive the Stash Debit FOUNDERS’ card and (2) qualify STASH DEBIT ACCOUNT, POWERED BY GREEN DOT BANK … 1. Getting Started a. General Information.Your account is a deposit account , with a variety of services offered, including, but not limited to, a debit card, bank transfer services and deposit and AFFILIATE MARKETING DISCLOSURE Affiliate Marketing Disclosure. The purpose of this disclosure is to inform you that Stash Investments LLC ("Stash"), pays pre-determined compensation, which may be in the form of CPM, CPC, or CPA arrangements (respectively, impressions, clicks, or actions), to affiliate marketers and/or other strategic partners who drive users toa Stash web
STASH DEBIT ACCOUNT FEES $$0 $2.50 $2.50 Varies by retailer, up to $4.95 3% of total transaction amount $0.50 Fee Type Fee Monthly Maintenance Fee 1 2 3 1 2 3 4,5 Initial Card Fee Minimum STASH INVESTMENTS LLC ADVISORY AGREEMENT 3 risk. Orders to purchase or sell securities in the Stash Account (“Orders”) shall be placed by the Client via the Application. There are no other means for the Client to place such an Order. S T AS H B ANK I NG ACCO UNT , P O WE RE D B Y G RE E N DO 1. Ge t t i ng S t a rt e d a . Ge ne r al Inf or mat i on . Your a c c ount i s a de pos i t a c c ount , wi t h a va ri e t y of s e rvi ce s
PLATFORM TIER 3 SUPPLEMENTAL TERMS 10.26.20 FINAL DATE Tier 3 Platform Tier Service - Supplemental Terms Effective as of November 10, 2020 Applicable to customers who elect to purchase, and then maintain, the Tier 3 Platform Tier INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. April 2017) The Depositor named on the application is establishing a Traditional individual retirement account under section 408(a) AGREEMENT TO ELECTRONIC COMMUNICATIONS. BY AGREEING TO THE Agreement to Electronic Communications. By agreeing to the Electronic Communications Agreement, you agree and provide your electronic signature to this Electronic Communications Agreement. SAFETY OF CUSTOMER ASSETS AT APEX CLEARING CORPORATION Safety of Customer Assets at Apex Clearing Corporation Apex Clearing Corporation (Apex) is fully committed to principles of safety andsoundness.
TERMS AND CONDITIONS OF GIFTING PROGRAM As of the effective date of these terms and conditions, gift cards may be purchased in any fixed cash face value up to $150. This maximum amount is subject to change in Stash’s sole discretion, with or without notice to giftor or giftee. The gift itself is a fixed cash value. The gift is not stock or any other security and is not a AFFILIATE MARKETING DISCLOSURE Affiliate Marketing Disclosure. The purpose of this disclosure is to inform you that Stash Investments LLC ("Stash"), pays pre-determined compensation, which may be in the form of CPM, CPC, or CPA arrangements (respectively, impressions, clicks, or actions), to affiliate marketers and/or other strategic partners who drive users toa Stash web
PLATFORM TIER 3 SUPPLEMENTAL TERMS 10.26.20 FINAL DATE Tier 3 Platform Tier Service - Supplemental Terms Effective as of November 10, 2020 Applicable to customers who elect to purchase, and then maintain, the Tier 3 Platform Tier CUSTOMER ACCOUNT AGREEMENT Customer’s Introducing Broker for (a) orders for the purchase or sale in said account of securities and other property, and ( b) any other instructions concerning the Customer's accounts. ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT . Form 5305-RA under section 408(a) of the InternalRevenue Code. FORM (Rev. April 2017) The Depositor named on the Application is establishing a Roth Individual Retirement Account (Roth IRA) under section 408A to STASH INVESTMENTS LLC Stash ADV Part 2A Appendix 1 November 2017 Page 4 of 17 Item 4 - Services, Fees and Compensation The predecessor of Stash Investments LLC, Collective Returns, Inc., was founded in 2015. WHAT DOES STASH FINANCIAL, INC. DO WITH YOUR FACTS Rev. October 2018 FACTS WHAT DOES STASH FINANCIAL, INC. DO WITH YOUR PERSONAL INFORMATION? Why? Financial companies choose how they share your personal information. STASH FINANCIAL, INC. 1 STASH FINANCIAL, INC. ESIGN Agreement - effective as of July 15, 2018 Please read this Stash Financial, Inc. (“Stash”) ESIGN Agreement (“Agreement”) carefully and retain a copy for SAFETY OF CUSTOMER ASSETS AT APEX CLEARING CORPORATION Safety of Customer Assets at Apex Clearing Corporation Apex Clearing Corporation (Apex) is fully committed to principles of safety andsoundness.
APEX CLEARING CORPORATION Apex Clearing Corporation Notes to Statement of Financial Condition December 31, 2017 Page 5 NOTE 1 – ORGANIZATION AND NATURE OF BUSINESS Apex Clearing Corporation (the “Company”) is a clearing broker-dealer registered with the Securities and Exchange STASH DEBIT FOUNDERS’ PROMOTION TERMS & CONDITIONS Stash Debit FOUNDERS’ Promotion Terms & Conditions. FOUNDERS’ Card Eligibility. If you transfer $100 or more into your taxable brokerage account advised by Stash Investments LLC for the purposes of being saved as your initial deposit into a Stash Debit account (any such funds, “Pre-Launch Funds”), you will become eligible to (1) receive the Stash Debit FOUNDERS’ card and (2) qualify STASH DEBIT ACCOUNT, POWERED BY GREEN DOT BANK … 1. Getting Started a. General Information.Your account is a deposit account , with a variety of services offered, including, but not limited to, a debit card, bank transfer services and deposit and S T AS H B ANK I NG ACCO UNT , P O WE RE D B Y G RE E N DO 1. Ge t t i ng S t a rt e d a . Ge ne r al Inf or mat i on . Your a c c ount i s a de pos i t a c c ount , wi t h a va ri e t y of s e rvi ce s
AFFILIATE MARKETING DISCLOSURE Affiliate Marketing Disclosure. The purpose of this disclosure is to inform you that Stash Investments LLC ("Stash"), pays pre-determined compensation, which may be in the form of CPM, CPC, or CPA arrangements (respectively, impressions, clicks, or actions), to affiliate marketers and/or other strategic partners who drive users toa Stash web
STASH DEBIT ACCOUNT FEES $$0 $2.50 $2.50 Varies by retailer, up to $4.95 3% of total transaction amount $0.50 Fee Type Fee Monthly Maintenance Fee 1 2 3 1 2 3 4,5 Initial Card Fee Minimum STASH INVESTMENTS LLC ADVISORY AGREEMENT 3 risk. Orders to purchase or sell securities in the Stash Account (“Orders”) shall be placed by the Client via the Application. There are no other means for the Client to place such an Order. PLATFORM TIER 3 SUPPLEMENTAL TERMS 10.26.20 FINAL DATE Tier 3 Platform Tier Service - Supplemental Terms Effective as of November 10, 2020 Applicable to customers who elect to purchase, and then maintain, the Tier 3 Platform Tier ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT … ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT . Form 5305-RA under section 408(a) of the InternalRevenue Code. FORM (Rev. April 2017) The Depositor named on the Application is establishing a Roth Individual Retirement Account (Roth IRA) under section 408A to AGREEMENT TO ELECTRONIC COMMUNICATIONS. BY AGREEING TO THE Agreement to Electronic Communications. By agreeing to the Electronic Communications Agreement, you agree and provide your electronic signature to this Electronic Communications Agreement. SAFETY OF CUSTOMER ASSETS AT APEX CLEARING CORPORATION Safety of Customer Assets at Apex Clearing Corporation Apex Clearing Corporation (Apex) is fully committed to principles of safety andsoundness.
STASH DEBIT FOUNDERS’ PROMOTION TERMS & CONDITIONS Stash Debit FOUNDERS’ Promotion Terms & Conditions. FOUNDERS’ Card Eligibility. If you transfer $100 or more into your taxable brokerage account advised by Stash Investments LLC for the purposes of being saved as your initial deposit into a Stash Debit account (any such funds, “Pre-Launch Funds”), you will become eligible to (1) receive the Stash Debit FOUNDERS’ card and (2) qualify STASH DEBIT ACCOUNT, POWERED BY GREEN DOT BANK … 1. Getting Started a. General Information.Your account is a deposit account , with a variety of services offered, including, but not limited to, a debit card, bank transfer services and deposit and S T AS H B ANK I NG ACCO UNT , P O WE RE D B Y G RE E N DO 1. Ge t t i ng S t a rt e d a . Ge ne r al Inf or mat i on . Your a c c ount i s a de pos i t a c c ount , wi t h a va ri e t y of s e rvi ce s
AFFILIATE MARKETING DISCLOSURE Affiliate Marketing Disclosure. The purpose of this disclosure is to inform you that Stash Investments LLC ("Stash"), pays pre-determined compensation, which may be in the form of CPM, CPC, or CPA arrangements (respectively, impressions, clicks, or actions), to affiliate marketers and/or other strategic partners who drive users toa Stash web
STASH DEBIT ACCOUNT FEES $$0 $2.50 $2.50 Varies by retailer, up to $4.95 3% of total transaction amount $0.50 Fee Type Fee Monthly Maintenance Fee 1 2 3 1 2 3 4,5 Initial Card Fee Minimum STASH INVESTMENTS LLC ADVISORY AGREEMENT 3 risk. Orders to purchase or sell securities in the Stash Account (“Orders”) shall be placed by the Client via the Application. There are no other means for the Client to place such an Order. PLATFORM TIER 3 SUPPLEMENTAL TERMS 10.26.20 FINAL DATE Tier 3 Platform Tier Service - Supplemental Terms Effective as of November 10, 2020 Applicable to customers who elect to purchase, and then maintain, the Tier 3 Platform Tier ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT … ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT . Form 5305-RA under section 408(a) of the InternalRevenue Code. FORM (Rev. April 2017) The Depositor named on the Application is establishing a Roth Individual Retirement Account (Roth IRA) under section 408A to AGREEMENT TO ELECTRONIC COMMUNICATIONS. BY AGREEING TO THE Agreement to Electronic Communications. By agreeing to the Electronic Communications Agreement, you agree and provide your electronic signature to this Electronic Communications Agreement. SAFETY OF CUSTOMER ASSETS AT APEX CLEARING CORPORATION Safety of Customer Assets at Apex Clearing Corporation Apex Clearing Corporation (Apex) is fully committed to principles of safety andsoundness.
TERMS AND CONDITIONS OF GIFTING PROGRAM As of the effective date of these terms and conditions, gift cards may be purchased in any fixed cash face value up to $150. This maximum amount is subject to change in Stash’s sole discretion, with or without notice to giftor or giftee. The gift itself is a fixed cash value. The gift is not stock or any other security and is not a AFFILIATE MARKETING DISCLOSURE Affiliate Marketing Disclosure. The purpose of this disclosure is to inform you that Stash Investments LLC ("Stash"), pays pre-determined compensation, which may be in the form of CPM, CPC, or CPA arrangements (respectively, impressions, clicks, or actions), to affiliate marketers and/or other strategic partners who drive users toa Stash web
STASH CASH BACK PROGRAM TERMS AND CONDITIONS IMPORTANT Stash Cash Back Program Terms and Conditions Important Update regarding the Stash Cash Back Program : Effective January 9, 2020 Stash will no longer accept new PLATFORM TIER 3 SUPPLEMENTAL TERMS 10.26.20 FINAL DATE Tier 3 Platform Tier Service - Supplemental Terms Effective as of November 10, 2020 Applicable to customers who elect to purchase, and then maintain, the Tier 3 Platform Tier INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. April 2017) The Depositor named on the application is establishing a Traditional individual retirement account under section 408(a) CUSTOMER ACCOUNT AGREEMENT Customer’s Introducing Broker for (a) orders for the purchase or sale in said account of securities and other property, and ( b) any other instructions concerning the Customer's accounts. WHAT DOES STASH FINANCIAL, INC. DO WITH YOUR FACTS Rev. October 2018 FACTS WHAT DOES STASH FINANCIAL, INC. DO WITH YOUR PERSONAL INFORMATION? Why? Financial companies choose how they share your personal information.A CCO U N T S
S T AS H I NV E S T ME NT S L L C A d vi so ry A g re e me n t - a s a me n d e d a s o f A u g u st 2 4 , 2 0 2 0 ; e f f e ct i ve a s o f S e p t e mb e r 2 8 , 2 0 2 0 u n l e ss SAFETY OF CUSTOMER ASSETS AT APEX CLEARING CORPORATION Safety of Customer Assets at Apex Clearing Corporation Apex Clearing Corporation (Apex) is fully committed to principles of safety andsoundness.
APEX CLEARING CORPORATION Apex Clearing Corporation Notes to Statement of Financial Condition December 31, 2017 Page 5 NOTE 1 – ORGANIZATION AND NATURE OF BUSINESS Apex Clearing Corporation (the “Company”) is a clearing broker-dealer registered with the Securities and ExchangeClose
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Invest Facebook Page Stash Invest LinkedIn Page Stash Invest Twitter Page Stash Invest Instagram Page Legal | Privacy Policy In order for a user to be eligible for a Stash debit account, they must also have opened a taxable brokerage account on Stash. 1 Other fees apply to the debit account. Please see Deposit AccountAgreement
for details.
2 Account opening of the debit account is subject to Green Dot Bankapproval.
3 Opt-in is required. In order to earn stock in the program, the Stash debit card must be used to make a qualifying purchase. If publicly-traded stock of the merchant (or a subsidiary thereof, if applicable) is not available or otherwise capable of being fulfilled for any reason, the stock reward arising from a qualifying transaction will be in an ETF available on the Stash Platform. Stash reserves the right to amend this program and the terms and conditions thereof and/or cancel this program at any time, for any reason, upon notice to you. See Terms and Conditionsfor more details.
Stock rewards that are paid to participating customers via the Stash Stock-Back program, are Not FDIC Insured, Not Bank Guaranteed, and MayLose Value.
Stash Stock-Back® 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 stock rewards earned by this program. 4 Early access to your direct deposit depends on deposit verification and when Green Dot Bank gets notice from your employer, and may vary from pay period to pay period. 5 Transaction is declined and no fee is charged. 6 Other fees may apply. Fee-free ATM access applies to in-network ATMs only. For out-of-network ATMs and bank tellers a $2.50 fee will apply, plus any additional fee that the owner or bank may charge. 7 Debit Insights provided by Stash Investments LLC. 8 The recurring transfers feature is offered by Stash Investments LLC and is not sponsored or endorsed by Green Dot Bank. 9 The adult (or Custodian) who opens the account can manage the money and investments until the minor reaches the “age of majority.” That age is usually 18 or 21, depending on the Custodian’s state. The money in a custodial account is the property of the minor. Money in a custodial account can be used by the parent or legal guardian, but only to do things that benefit the child. 10 Neither Green Dot Bank nor Stash offers overdraft services. The average amount of overdraft fees that Stash debit users paid is derived from users’ transactions analyzed through the Quovo service. The data was obtained from linked checking accounts using Quovo. Average fee calculation is based on a lookback of users’ bank account transactions from October 28, 2019 through November 6, 2019 for the following types of fees: Overdraft Fees, as categorized by Quovo. The number of purchases blocked due to insufficient funds is based on a lookback from October 3, 2018 through November 6, 2019. 11 You’ll also bear the standard fees and expenses reflected in the pricing of the ETFs in your account, plus fees for various ancillary services charged by Stash and the Custodian. *The Monthly Wrap Fee starts at $1.00 and you’ll also bear the standard fees and expenses reflected in the pricing of the ETFs in your account, plus fees for various ancillary services charged by Stash. For current fee schedule, please see the Stash Wrap FeeBrochure
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**“Set Aside” is defined as complete incoming transfers from external funding sources to Stash Invest across all account types including the debit account since 9/11/2015. This value does not factor in withdrawals. Debit Account Services provided by Green Dot Bank and Stash Visa Debit card issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. Visa is a registered trademark of Visa International Service Association. Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank. All of the registered trade names are used by, and refer to a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage. Your debit account is insured to the regulatory limits by the Federal Deposit Insurance Corporation (FDIC). Green Dot is a registered trademark of Green Dot Corporation. ©2019 Green Dot Bank. All rights reserved. Investment products and services are not offered by Green Dot Bank and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. This material is for informational purposes only and is not intended as investment advice and is not meant to suggest that any securities are suitable investments for any particular investor. Investment advice is only provided to Stash customers. All investments are subject to risk and may lose value. Stash Investments LLC ('Stash') is an SEC registered investment adviser. By using this website, you accept our Terms of Useand Privacy Policy
. Stash’s investment advisory services are available only to residents of the United States in jurisdictions where Stash is registered. In order to open a Stash account, you must be at least 18 years of age. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of Stash’s investment advisory services. View a full list of available investments on Stash . Stash does not provide financial planning services to individual investors. Before investing, consider your investment objectives andStash’s fees
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applicable custodial fees.
Stash Financial, Inc. is a digital financial services company offering financial products for U.S. based consumers. Stash is not a bank or depository institution licensed in any jurisdiction. Advisory products and services are offered through Stash Investments LLC. Stash Capital LLC, an SEC registered broker-dealer and member FINRA/SIPC , serves as introducing broker for Stash Clients’ advisory accounts. Apex Clearing Corporation , a third-party SEC registered broker-dealer and member FINRA/SIPC , provides clearing and execution services and serves as qualified custodian for advisory assets of Stash Clients. Products offered by Stash Investments LLC and Stash Capital LLC are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. Market data by Thomson Reuters (Refinitiv). For more information, see our disclosures. All product and
company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. Email: support@stashinvest.com Tel: (800) 205-5164 Information provided by Stash Support is for informational and general educational purposes only and is not investment or financial advice. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iphone are trademarks of Apple, Inc., registered in the U.S. STASH and StashInvest are registered trademarks of Stash Financial,Inc.
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