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The Stash Way: Our Investing Philosophy



Stash

Fiduciary 101: Why it’s Our Job to be Your Advocate

It’s a big word that means a lot when it comes to handling your money. It
defines a relationship built on trust and duty.

Teach Me

Debt and Equity: What Every Smart Investor Needs to Know

You can invest in debt & in equity, but do you really know what that means? We
break down the jargon.

Welcome to Stash101, our free financial education platform. Stash101 is not an
investment adviser and is distinct from Stash RIA. Nothing here is considered
investment advice.

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Legal  |  Privacy Policy

 1.  Stash Banking services provided by Stride Bank, N.A., Member FDIC. The
     Stash Stock-Back® Debit Mastercard® is issued by Stride Bank pursuant to
     license from Mastercard International. Mastercard and the circles design
     are registered trademarks of Mastercard International Incorporated. Any
     earned stock rewards will be held in your Stash Invest account. Investment
     products and services provided by Stash Investments LLC, not Stride Bank,
     and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. In order
     for a user to be eligible for a Stash banking account, they must also have
     opened a taxable brokerage account on Stash.
     
     All rewards earned through use of the Stash Stock-Back® Debit Mastercard®
     will be fulfilled by Stash Investments LLC. You will bear the standard fees
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     stock in the program, the Stash Stock-Back® Debit Mastercard must be used
     to make a qualifying purchase. What doesn’t count: Cash withdrawals, money
     orders, prepaid cards, and P2P payment. If you make a qualifying purchase
     at a merchant that is not publicly traded or otherwise available on Stash,
     you will receive a stock reward in an ETF or other investment of your
     choice from a list of companies available on Stash. 1% Stock-Back® rewards
     are subject to terms and conditions. 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. 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.

 2.  Get fee-free transactions at any Allpoint ATM, see the app for location
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 3.  Early access to direct deposit funds depends on when the payor sends the
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 4.  Stash does not monitor whether a customer is eligible for a particular type
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     should consult with a tax advisor.
 5.  The money in a custodial account is the property of the minor.
 6.  Not all stocks pay out dividends.
 7.  This is a Discretionary Managed Account whereby Stash has full authority to
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     do they eliminate the risk of loss of principal. Stash does not guarantee
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 8.  A “Personal Portfolio” is a non-Discretionary Managed Account.
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 10. To be eligible to receive a Stock Reward through stock party, you must
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 11. If you purchase this plan, you will receive Financial Counseling Advice
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 12. You may subsequently choose to open one or more investment advisory
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 13. This Program is subject to terms and conditions. In order to participate, a
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     be taken from your Stash Banking account†.
 14. Immaterial changes have been made to this quote for editorial purposes.

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   Apex Clearing Corporation, a third-party SEC registered broker-dealer and
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