Legal Disclosures, Terms, and Policies

General Policies and Disclaimers

Terms of Use
Privacy Policy
Security Policy
Website Disclaimer
Aspiration Privacy Notice
Business Continuity Plan Disclosure Statement
2019 Financial Disclosure
Mid-Year Financial Disclosure 2020

Aspiration Account Documents

E-Sign Agreement
Aspiration Fund Adviser’s ADV
Advisory Relationship Summary
Brokerage Relationship Summary

Aspiration Spend & Save Documents

Aspiration Customer Account Agreement
Aspiration Spend & Save Supplemental Disclosure
Aspiration Insured Bank Deposit Program Disclosure Statement
Consumer ACH Authorization and Agreement
Aspiration Summit Account Migration Disclosure
Check Card Agreement
Funds Availability Policy
Reg E Disclosure
Mobile Services Agreement
Program Banks

Investment Documents

Aspiration Client Agreement

IRA Documents

Aspiration’s IRA Disclosure & Custody Agreement

Fund Documents

Aspiration Redwood Fund - Summary Prospectus
Aspiration Redwood Fund - Semi-Annual Report 2019
Aspiration Redwood Fund - Annual Report 2018
Aspiration Flagship Fund - Summary Prospectus
Aspiration Flagship Fund - Semi-Annual Report 2019
Aspiration Flagship Fund - Annual Report 2018
Aspiration Funds - Full Prospectus
The Aspiration Funds - Statement of Additional Information
Aspiration Funds - Trustee Supplement

Aspiration Spend Cardholder Benefits

Aspiration Spend Cardholder Benefits - Overview of Benefits
Aspiration Spend Cardholder Benefits - Identity Fraud Protection
Aspiration Spend Cardholder Benefits - Cellphone Protection