Policies

STEP AGREEMENTS

  • Step Terms of Service
  • Privacy Policy
  • Consumer Privacy Notice
  • Children’s Privacy Policy
  • Mobile Terms
  • Electronic Communication Agreement
  • Direct Mail Policy
  • Step Black Terms and Conditions
  • Step Black Subscription Terms
  • Instant Transfer Terms
  • Securities Platform Agreement
  • Securities Risk Disclosures
  • 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 EarlyPay Installment Loan Agreement
  • Step Black Deposit Program Custodial Agreement
  • Step Borrow Cash Installment Loan Agreement

Step Advisers, LLC Agreements and Disclosures

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

DriveWealth Agreements

  • DriveWealth Agreements and Disclosures

Miscellaneous

  • Step Daily Trivia Challenge Contest Official Rules
  • Limited-Time Welcome Offer