Policies

Step Agreements

• Step Terms of Service
• Privacy Policy
• Children’s Privacy Policy
• Consumer Privacy Notice
• Mobile Terms
• Electronic Communication Agreement
• Direct Mail Policy
• Pay Over Time
• Instant Transfer Terms
• Step Rewards Points Terms
• Step Rewards Program Terms and Conditions
• Cryptocurrency Platform Agreement
• Cryptocurrency Risk Disclosures
• Securities Platform Agreement
• Securities Risk Disclosures
• Step Premium Rewards Program Terms and Conditions
• Step Product Disclosures

Evolve Bank & Trust Agreements

• Step Visa Card and Secured Account Agreement
• Evolve Bank and Trust Privacy Notice
• Smart Pay Agreement
• Evolve Bank & Trust Electronic Communication Consent

Step Advisers, LLC Agreements and Disclosures

• Investment Advisory Agreement
• Form CRS
• Form ADV 2A
• Step Advisers, LLC General Risk Disclosure

DriveWealth Agreements

• User Agreement
• Privacy Policy
• W9

Zero Hash Agreements

• Zero Hash User Agreement
• Zero Hash Privacy Policy

Miscellaneous

• STEP FINANCIAL LITERACY MONTH SWEEPSTAKES
• 1% Cashback