• 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 [email protected] if you have any questions about the important documents above.

Last updated: April 29, 2025