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DISCLOSURE LIBRARY



 * Apex Annual Disclosure Statement
 * Apex Customer Agreement
 * Apex FDIC Sweep Program Terms and Conditions
 * Apex Roth IRA Custodial Agreement
 * Apex Safety of Customer Assets
 * Apex Security Lending Agreement
 * Apex Statement of Financial condition
 * Apex Traditional IRA Custodial Agreement
 * Bill Pay Terms and Conditions
 * ClickSWITCH Terms of Use
 * Debit Card Transfer Service Terms and Conditions
 * Green Dot Bank Deposit Account Agreement
 * Green Dot Bank Electronic Communications Agreement
 * Green Dot Bank Privacy Policy
 * Group Life Insurance - Stash + Avibra
 * Ongoing Promotion Terms and Conditions
 * Payment Terms and Conditions
 * SMS Fee Waiver Offer
 * Stash Advisory Agreement
 * Stash Advisory Agreement (Beta Group)
 * Stash Cash Back Program
 * Stash ESIGN Agreement
 * Stash Form ADV Part 2
 * Stash General Disclosures
 * Stash Investing Disclosures
 * Stash Investments LLC & Stash Capital LLC Form CRS
 * Stash Investments LLC & Stash Capital LLC Form CRS Conversation Starters
 * Stash It Forward Program Solicitation Agreement
 * Stash It Forward Program Solicitation Disclosure Statement
 * Stash Privacy Notice
 * Stash Privacy Policy
 * Stash Stock-Back™ Rewards Terms and Conditions
 * Stash Terms of Use
 * Stock Round-Ups Terms and Conditions
 * Stock-Back Rewards Bonuses Terms and Conditions
 * Thomson Reuters (Refinitiv) Disclosures
 * Tier 3 Platform Tier Service - Supplemental Terms

Please contact support@stash.com if you have any questions about the important
documents above.

Last updated: March 24, 2021

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Legal  |  Privacy Policy

 1.  Stash banking account opening is subject to identity verification by Green
     Dot Bank. In order for a user to be eligible for a Stash banking account,
     they must also have opened a taxable brokerage account on Stash. Bank
     Account Services provided by Green Dot Bank and Stash Visa Debit card
     (Stock-Back® 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. Investment products and services
     provided by Stash Investments LLC, not Green Dot Bank, and are Not FDIC
     Insured, Not Bank Guaranteed, and May Lose Value.
     
     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. Green Dot is a registered
     trademark of Green Dot Corporation. ©2020 Green Dot Bank. All rights
     reserved.
     
     All rewards earned through use of the Stash Visa Debit card (Stock-Back®
     Card) will be fulfilled by Stash Investments LLC. You will bear the
     standard fees and expenses reflected in the pricing of the investments that
     you earn, plus fees for various ancillary services charged by Stash. 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. Stock rewards that are paid to participating customers via
     the Stash Stock-Back program, are Not FDIC Insured, Not Bank Guaranteed,
     and May Lose Value. In order to earn stock in the program, the Stash Visa
     Debit card (Stock-Back® Card) must be used to make a qualifying purchase.
     What doesn’t count: Cash withdrawals, money orders, prepaid cards, and P2P
     payment. 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 or a publicly traded company 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 Conditions for more details. Double Stock-Back®
     rewards is subject to terms and conditions.

 2.  Fee-free ATM access applied 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 ATM owner or bank may charge. For overdraft, transaction is declined
     and no fee is charged. Neither Green Dot Bank nor Stash offers overdraft
     services. Other fees apply to the bank account. Please see the Deposit
     Account Agreement for details. If applicable, your Stash banking account is
     a funding account for purposes of the Advisory Agreement. Your Stash
     subscription fee may be deducted from your Stash banking account balance.
 3.  Early availability depends on timing of payor’s payment instructions and
     fraud prevention restrictions may apply. As such, the availability or
     timing of early direct deposit may vary from pay period to pay period.
 4.  A “Retirement Portfolio” is an IRA (Roth or Traditional). This is a
     Non-Discretionary Managed Account. Stash does not monitor whether a
     customer is eligible for a particular type of IRA, or a tax deduction, or
     if a reduced contribution limit applies to a customer. These are based on a
     customer’s individual circumstances. You should consult with a tax advisor.
 5.  This is a Custodial UGMA /UTMA account (Taxable brokerage account). The
     money in a custodial account is the property of the minor. This type of
     account is a Non-Discretionary Managed Account.
 6.  Availability of instant money transfers may be subject to limitations.
     Money can be moved via instant money transfer between your personal
     portfolio and your Stash banking account. Money moved into a partition must
     be moved back to the bank account available balance to be used and does not
     earn interest.
 7.  Spending Insights provided by Stash Investments LLC.
 8.  Not all stocks pay out dividends. And there's no guarantee any stock will
     pay dividends in a quarter or year.
 9.  When you Lock your card, withdrawals and purchases conducted using your
     card will not be authorized until you unlock your card. Some activity will
     continue, including your monthly fee, if applicable, debit transactions
     that were authorized before you Locked your card, transactions crediting
     funds to your account, ACH debit transactions conducted using your account
     and routing numbers, recurring bill payments, mobile check deposit, and
     cash deposits.
 10. This is a Discretionary Managed Account whereby Stash has full authority to
     manage according to a specific investment mandate. Balance” is defined by
     investing deposits into underweight assets, and for withdrawals, trimming
     overweight positions. As you deposit or withdraw funds, your portfolio can
     slowly be aligned to the target allocation appropriate for your risk
     profile by additional money movements throughout the year. The investment
     team at Stash built these portfolios with the goal of optimizing
     risk-adjusted returns. This is achieved by utilizing the diversification
     benefits highlighted by modern portfolio theory. The portfolios aim to
     optimize returns given a user’s overall risk profile. Diversification and
     asset allocation do not guarantee a profit, nor do they eliminate the risk
     of loss of principal. Stash does not guarantee any level of performance or
     that any client will avoid losses in the client’s account.
 11. A “Personal Portfolio” is a taxable brokerage account. This is a
     Non-Discretionary Managed Account.
 12. Stash through the “Diversification Analysis” feature does not rebalance
     portfolios or otherwise manage the Personal Portfolio Account for Clients
     on a discretionary basis. Each Client is solely responsible for
     implementing any such advice. This investment recommendation relies
     entirely on the responses you’ve provided regarding your risk tolerance.
     Portfolio recommendations through this tool are considered personalized
     investment advice. No asset allocation is a guarantee against loss of
     principal.
 13. To be eligible to receive a Stock Reward through stock party, you must
     complete the account registration process and open an individual taxable
     brokerage account ("Personal Portfolio") that is in good standing. This
     program is subject to Terms and Conditions.
 14. Stash may receive compensation from business partners for referring Stash
     clients to such partners for the purchase of non-investment consumer
     products or services. This conflict of interest affects the ability of
     Stash to provide clients with unbiased, objective promotions concerning the
     products and services of its business partners. This could mean that the
     products and/or services of businesses that do not compensate Stash may be
     more appropriate for a client than the products and/or services of Stash’s
     business partners. Clients are not required to purchase the products and
     services Stash promotes.
 15. If you purchase this plan, you will receive Financial Counseling Advice
     which is impersonal investment advice in the form of guides and educational
     materials about investing and financial planning, along with the ability to
     view the investments through the platform. In order to obtain personalized
     investment advice, clients are required to complete the suitability
     questionnaire during registration, must be approved from an account
     verification perspective and open a brokerage account.
 16. You may subsequently choose to open one or more investment advisory
     account(s). To begin investing on Stash, you must be approved from an
     account verification perspective and open a brokerage account.

 * Stash does not offer an interest-bearing savings account.
 * Fractional shares start at $0.05 for investments that cost $1,000+ per share.
 * This material is not intended as investment advice and is not meant to
   suggest that any securities are suitable investments for any particular
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   using this website, you accept our Terms of Use and Privacy Policy. Stash’s
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   broker-dealer and member FINRA/SIPC, serves as introducing broker for Stash
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   available at http://www.finra.org/brokercheck. 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
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