How can I Buy/Sell shares from my Redwood Fund?

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Anytime you would like to buy or sell shares, you can do so by following the steps below:

  1. Log in to your account at https://my.aspiration.com/auth/login/
  2. Select the Redwood fund.
  3. Click the Buy/Sell button.
  4. Fill in the details, and click the green "Go to Aspiration Funds and Place my Order"button.
  5. Review the details of the transfer, and click “Place my order and return to the Aspiration

Financial website" to finalize.

 

Please note, our policy is that you must hold on to purchased shares for a period of 7 business days before being able to sell them off. After that timeframe, you can sell (and buy) shares on any day the markets are open. Note that when selling shares, they must be sold back into the account you used to purchase them.

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An investment in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks: Management Risk, Market Risk, Equity Securities Risk, Focused Investment Risk, Derivatives Risk, Convertible Securities Risk, Limited Capitalization Risk, Portfolio Turnover Risk, IPOs Risk, Foreign Investing Risk, Futures Risk, Leverage Risk Associated with Financial Instruments Risk, Investment Company Risk, REITs Risk, Temporary Defensive Positions Risk, and Cybersecurity Risk. More information about these risks can be found in the Fund’s prospectus and summary prospectus.

 

 

An investor should carefully consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus and summary prospectus contain this and other information about the Fund. Copies of the prospectus and summary prospectus are available at funds.aspiration.com or by calling Shareholder Services at 800-683-8529. The prospectus and summary prospectus should be read carefully before investing. Current and future holdings are subject to change and risk. Nothing on this email should be considered a solicitation to buy or an offer to sell shares of any fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

 

 

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