Please review our policies before proceeding

Aspiration Financial LLC’s Cash Management Accounts are accessed from the Aspiration Platform website and mobile application, which is owned by Aspiration Partners Inc.

Aspiration Partners Inc has entered an agreement to license technology assets to Mission Financial Partners LLC, allowing Mission Financial Partners LLC to manage the Aspiration Platform, which provides access to and helps support accounts at financial institutions, including Cash Management Accounts at Aspiration Financial LLC and Checking and Savings Accounts at Coastal Community Bank.

Aspiration Financial LLC will no longer offer or support Cash Management Accounts. Effective March 23rd, 2024, the Aspiration Spend & Save Account will be converted from a Cash Management account at Aspiration Financial, LLC to a Checking and Savings account at Coastal Community Bank. The new account at Coastal Community Bank will be accessed and supported through the Aspiration Platform similar to the Aspiration Financial LLC Cash Management Account.

By accepting the terms and conditions as set forth below, you agree to the following: (1) the Aspiration Financial, LLC Customer Account Agreement; (2) the closure of your Aspiration Financial LLC Cash Management account, to open a new Checking and Savings account at Coastal Community Bank, and the transfer of your current Cash Management account balance to the new Checking and Savings account with Coastal Community Bank; and (3) the new Aspiration Deposit Account Agreement which governs the new Checking and Savings account at Coastal Community Bank which will be managed by Aspiration.

I certify that clicking "I agree to the terms and conditions" is equivalent to my written signature and by so clicking I accept, acknowledge, and / or understand the following:

I acknowledge that:

I have read and agree to:

Effective as of March 23rd, 2024

Aspiration’s amended Platform Policies (E-Sign Agreement, Aspiration Security Policy, Aspiration SMS Policy), Terms of Use, and amended policies will take effect.

I acknowledge that I have received, read, and reviewed:

I hereby authorize Aspiration to communicate and market products and services, including providing notice of, through use of Website, Mobile App, Social Media, Email, Phone, SMS, Text Messaging, Push Notifications, and other cellular and advertising channels. I understand that text message, data rates, and other fees may apply. I further understand that I must opt out in order to stop these methods of communication and marketing.

I authorize my wireless operator (AT&T, Sprint, T-Mobile, US Cellular, Verizon, or any other branded wireless operator) to disclose my mobile number, name, address, email, network status, customer type, customer role, billing type, mobile device identifiers (IMSI and IMEI) and other subscriber status and device details, if available, to a third party service provider, solely to verify my identity and prevent fraud for the duration of the business relationship. See Aspiration’s Privacy Policy and Privacy Notice for how Aspiration treats consumer data.

Under penalty of perjury, I certify that:

The Internal Revenue Service does not require your consent to any provision of this above other than the certifications required to avoid backup withholding.

I UNDERSTAND THAT DUE TO THE PASSAGE OF THE USA PATRIOT ACT, I AM REQUIRED TO RECEIVE THE FOLLOWING IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT:

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account or is added as an additional signatory to an account. The information we request may vary depending on the circumstances, but at a minimum, will include your name, address, an identification number such as your social security or taxpayer identification number, and for individuals, your date of birth. We also may be required to verify the information you provide to us. This verification process may require you to provide us with supporting documentation that we deem appropriate, such as a driver's license or other identifying documents. We may also seek to verify the information by other means. We reserve the right to request additional information and/or signatures from you from time to time. Please remember that any documents or information we gather in the verification process will be maintained in a confidential manner.

The following section is specific to if I am applying for (or in the future apply for) an Aspiration Spend & Save Cash Management Account:

Effective until March 22nd, 2024

I understand that I may open a Cash Management Account or brokerage account with Aspiration Financial, LLC by going through the account selection and opening process on the Aspiration website or mobile application. Furthermore, I certify that:

I UNDERSTAND AND ACKNOWLEDGE THAT THE ASPIRATION FINANCIAL, LLC CUSTOMER ACCOUNT AGREEMENT CONTAINS A PREDISPUTE ARBITRATION CLAUSE LOCATED IN SECTION 47 ON PAGES 26 TO 27.

Effective as of March 23rd, 2024

I understand that I may open an Aspiration-branded demand deposit and savings account (“Aspiration Account”) with Mission Financial Partners, LLC by going through the account selection and opening process on the Aspiration website or mobile application. Furthermore, I certify that:

I UNDERSTAND AND ACKNOWLEDGE THAT THE MISSION FINANCIAL PARTNERS, LLC DEPOSIT ACCOUNT AGREEMENT CONTAINS A PREDISPUTE ARBITRATION CLAUSE LOCATED IN SECTION 32 OF THE DEPOSIT ACCOUNT AGREEMENT.


The following section is specific to if I am applying for (or in the future apply for) an Aspiration Redwood Fund and Aspiration Fund Adviser, LLC Account:

I certify that:

Version 1.0 (Published February 2024)