Stash Disclosure Library
Disclosure Library
- Annual Evergreen Disclosure Terms and Conditions
- 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 Securities Lending Agreements and Risk Disclosure
- Apex Statement of Financial condition
- Apex Traditional IRA Custodial Agreement
- Deposit Account Agreement
- Group Life Insurance - Stash + Avibra
- Rule 606 Reporting Disclosure
- Stash ESIGN Agreement
- Stash Advisory Agreements
- Wrap Fee Program Brochures
- IRA Match Rewards Terms and Conditions
- Assignment of Advisory Agreement Notice
- 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 Stance on AI and New Technologies
- Stash Stock-Back™ Rewards Terms and Conditions
- Stash Stock-Back™ Bonus Rewards Terms and Conditions
- Stash Terms of Use
- Stock Round-Ups Terms and Conditions
- Stride Privacy Policy
- Thomson Reuters (Refinitiv) Disclosures
Please contact support@stash.com if you have any questions about the important documents above.