Common Contracts
1 similar Plan® Service Agreement contracts
Stash Plan® SERVICE AGREEMENTPlan® Service Agreement • September 11th, 2021 • North Carolina
This Stash Plan® Service Agreement (“Agreement”) is an electronic contract made by and between Stash Wealth, LLC (“Stash Wealth”, “Company” “we”, “us”, “our”), a full-service wealth management firm registered as an investment adviser pursuant to applicable laws and regulations, and the client (“You” or “client”) via the purchase of the Stash Plan® and the acknowledgment of the client. The effective date of this Agreement is the date of the Stash Plan® engagement by You. This Agreement is for the limited purposes of providing the financial planning services described below. Stash Wealth will be responsible for rendering the services subject to the terms and conditions of this Agreement.
