Aspiration Financial, LLC Form CRS Brokerage Relationship Summary. Aspiration Fund Advisor, LLC Form CRS Advisor Relationship Summary.
† Aspiration Debit Cards are issued by Coastal Community Bank, Member FDIC, pursuant to a license by Mastercard®️ International Incorporated. Through the Aspiration Insured Bank Deposit Program, cash balances in the Aspiration Spend and Save Accounts are deposited at one or more FDIC-insured depository institutions (each a “Bank”) up to $250,000 per Bank. With four Banks available, Deposits are FDIC-insured up to $1 million per depositor. Visit fdic.gov. You are responsible for monitoring your deposits at each Bank to determine the available FDIC insurance coverage. Aspiration’s Program Banks have formally committed that customer deposits will not be used for lending to oil and gas exploration, production or transportation, or coal mining.
The Aspiration Spend & Save Account are cash management accounts offered through Aspiration Financial, LLC, a registered broker-dealer and Member FINRA/SIPC. An affiliate, Aspiration Fund Adviser, LLC, is an SEC registered investment adviser. An affiliate, Aspiration Card Services, LLC offers credit services. An affiliate, Aspiration Insurance Agency, LLC offers insurance products. An affiliate, Make Earth Green Again, LLC, offers a standalone Plant Your Change service. An affiliate, Aspiration Sustainable Impact Services, LLC offers business to business services. Aspiration Financial, LLC, Aspiration Fund Adviser, LLC, Make Earth Green Again, LLC, Aspiration Card Services, LLC, Aspiration Insurance Agency, LLC and Aspiration Sustainable Impact Services, LLC are wholly-owned subsidiaries of Aspiration Partners, Inc. (collectively “Aspiration”). Aspiration is under separate ownership from any other named entity. Aspiration is not a bank. Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc., registered in the U.S. and other countries. Google Play and the Google Play logo are trademarks of Google Inc. All other product names, logos, brands, trademarks, and registered trademarks are property of their respective owners. All company, product, and service names used in this website are for identification purposes only. Use of these names, trademarks, and brands does not imply endorsement.
Check the background of Aspiration Financial, LLC on FINRA's BrokerCheck: https://brokercheck.finra.org/
1 Aspiration Partners, Inc. and its affiliates are committed to "All Extra Services Provided at Cost," meaning that we'll only charge you what it costs us to provide the extra service (such as a wire transfer), and not a penny more. Besides these at-cost service charges, customers may make an optional contribution via the Pay What Is Fair (PWIF) program. Proceeds from the PWIF program are recorded monthly in aggregate and donations are made to nonprofit partners selected by Aspiration within 12 months. For a list of service charges, click here.
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