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How are refunds calculated if I close my Stash account or cancel my subscription plan?

In the event you close your Stash account or cancel your Stash subscription plan, Stash will refund any and all pre-paid portions of your Stash subscription fee in accordance with the terms of your Advisory Agreement. Refunded portions of pre-paid fees will be calculated starting from your billing date and then based upon the number of days remaining in your monthly billing period or annual billing period, as applicable to you, following the date in which your Stash account is closed or your subscription plan is canceled. The number of days used in each respective billing period used when calculating your refund is based on an annual period of 360 days and a monthly period of 30 days.

For more information, please see our Payment Terms and Conditions

 


DISCLOSURES
The Stash Monthly Wrap Fee starts at $1/ month. 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.

Please see the Advisory Agreement for details. Other fees apply to the bank account. Please see the Deposit Account Agreement.

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