Welcome to Motley Fool Epic Bundle (“the Service”). This page sets forth the special Terms and Conditions by which The Motley Fool provides you with access to the Service (the "Terms"). It supplements the Fool's Rules (our standard terms and conditions), which are incorporated by reference. By subscribing to, and using the Service you are agreeing to abide by these Terms as well as the Fool's Rules INCLUDING THE BINDING ARBITRATION AND CLASS ACTION WAIVER DETAILED IN SECTION 13 OF THE FOOL’S RULES.

Motley Fool Epic Bundle

Motley Fool Epic Bundle is a service from The Motley Fool, LLC. Motley Fool Epic Bundle provides you with access to Stock Advisor, Rule Breakers, Everlasting Stocks, and Real Estate Winners from The Motley Fool as well as other tools, features, and offerings.

The Service provides recommendations for buying stocks in publicly traded companies on U.S. and foreign exchanges. The Service may send occasional updates about those or other stocks, and may include ongoing coverage or additional recommendations.

This Service also contains information about investing in cryptocurrency and other digital assets. There is question amongst several jurisdictions and regulatory authorities as to whether cryptocurrency is a security. The Motley Fool cannot provide advice on the treatment of cryptocurrency as a security and recommends that investors check with their personal financial advisors to see if investing in cryptocurrency is right for their own financial situation. Cryptocurrency trading involves high risk and is not suitable for all investors. Before deciding to trade cryptocurrencies, tokens, or any other digital asset, you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment, and therefore, you should not invest money that you cannot afford to lose.

From time to time, we may change the features, offerings and content in your Service membership, but we will provide you with advance notice of any material changes. You may terminate your membership at any time pursuant to the terms of your subscription.

All services and features provided by the Service are provided “AS IS.” The Fool assumes no responsibility for the timeliness or delivery of any content or the deletion or failure to store any personalized or customized settings.

The Service may be sold with reports, or a combination of reports. Reports may, or may not, be available to previous subscribers or subscribers of other Motley Fool services at the sole discretion of The Motley Fool.

A Word of Caution

The Service may use a mix of investing strategies within the portfolios. Regardless of the action taken by the Service, it is in the capacity of a responsible investor and not a speculator. That doesn't mean our trades will always turn out to be winners. It means that we have done our best to do our homework and consider the inherent risks before pledging our money. We urge you to do the same.

We want to help you make money. We also want to provide you with a more enriching and useful experience along the way. So while we may ask you a few questions to help direct you to portfolios and other content we think may interest you, The Motley Fool is not in the business of rendering personalized or individualized investment advice. We don't (and can't) know your financial situation, risk tolerances, or investing objectives. Accordingly, the information provided along with the decisions made and actions taken by the Service do not constitute a recommendation that a particular portfolio, security, strategy or action taken is suitable for you, or any specific person for that matter.

The Service bases its recommendations and forecasts on techniques, information and sources believed to be reliable in the past and cannot guarantee future accuracy and results. The Motley Fool and the writers will not be liable for any investment decision you make, or action you take based upon reliance of any material you read here. The Motley Fool is a company of investors writing for investors and as such, the writers (and/or the company) may own stocks

cryptocurrencies, or other digital assets mentioned by the Service. For more information about writer disclosure, as well as a list of places where you can view stocks, cryptocurrencies, or other digital assets our writers and analysts own, see our disclosure policy.

The Motley Fool strongly urges caution when considering these investments and encourages you to speak with your own financial and tax advisors before investing.

The Motley Fool strongly urges caution when considering these investments and encourages you to speak with your own financial and tax advisors before investing.

Epic Bundle Membership Fee; Terminating Your Membership.

You are responsible for the applicable membership fee as set forth on this site. If you are currently a subscriber to other Motley Fool services, those memberships may be separate and subject to their own terms. The fee paid for this Service does not include any charges you incur in accessing any other such Motley Fool services you may subscribe to.

The Motley Fool reserves the right to increase Motley Fool Epic Bundle’s fees or institute new charges upon reasonable notice. Fees are due in advance. Unless otherwise explicitly noted at the time of ordering, your membership will automatically renew until you notify us of your decision to terminate your membership YOU ARE PROVIDING YOUR ELECTRONIC AUTHORIZATION FOR FUTURE CHARGES AGAINST YOUR CREDIT CARD ON FILE UNLESS YOU CANCEL. Accordingly, you agree that your

Motley Fool Epic Bundle membership fee will be billed automatically at the beginning of each renewal period at the then-current rate to the credit card you used in your most recent transaction with us.

You may cancel your Epic Bundle membership at any time, however, there are NO REFUNDS.

From time to time, promotions may be offered. If you purchase during a promotion, then the terms of that offer will be honored. Please note that any such promotions are available only to new, first-time Epic Bundle members. If you previously subscribed to Epic Bundle, canceled and subsequently subscribe again, you will not receive promotional offers.

Enrollment Fee

From time-to-time, we may offer enrollment fee memberships which may include an ongoing monthly fee. This enrollment fee is refundable up to thirty (30) days from the initial purchase of the Epic Bundle, and is only refundable for new members.

Credit Transfers

If your purchase included a 30-day satisfaction guarantee, you will have 30 days from the date of purchase to apply your full purchase price towards another portfolio-style service at The Motley Fool. Not all purchases or terms will include this guarantee.

If you are unsure whether or not your membership is eligible for a credit transfer please contact [email protected].

All credit must be swapped at the list price of the product being transferred into, and it cannot be combined with any promotional offers or discounts. Members may utilize any available swap or refund once per service. If you take advantage of a Membership Fee Back Guarantee or a credit-transfer guarantee into a new subscription, you will no longer be eligible to perform further action with that credit.

If you take advantage of a credit transfer guarantee, please also note that you will lose access to any product(s) and benefits included in the original promotional offer, including additional services or reports that were included as a bonus for taking advantage of the offer.

When implementing a credit transfer, the term length of the service being transferred into cannot extend beyond three years.

If the list price of the service you would like to transfer into is more than the amount of credit you have, you will receive a partial term of the service - the usual automatic renewal notice will be emailed one month prior to the adjusted end-date.

If the amount of credit you have is higher than the list price of the service you would like to transfer into, the subscription will be extended for the appropriate time frame to match the rate.

The Motley Fool reserves the right to disallow transfer into certain services depending on insufficient credit, product openings, investment timelines, a member’s history of transfers or prior refunds, or for any other reason at The Motley Fool’s sole discretion.

Credit transfers are subject to Section 3 of the Fool’s Rules.

Disclaimer of Warranties and Liabilities

By using the Service, you agree that The Motley Fool, its directors, its employees, and its agents will not be liable for any investment decision made or action taken by you and others based upon reliance on any information we publish. Please remember that past results are not necessarily indicative of future performance.

Under no circumstances will The Motley Fool, its employees, or its agents be liable for direct, indirect, incidental, or any other type of damages resulting from your use or downloading of any material on our sites, even if we have been advised of the possibility of such damages. This includes, but is no way limited to, loss or injury caused in whole or in part by our negligence or by things beyond our control in creating or delivering the Service or any of our services. This disclaimer of liability does not apply in New Jersey.

Although this is included in the Fool's Rules, it bears repeating (and capitalizing):


Some States do not allow exclusion of implied warranties or limitation of liability for incidental or consequential damages, so the above limitations or exclusions may not apply to you. In such states, our liability and that of our third party content providers will be limited to the greatest extent permitted by law. This disclaimer of warranties does not apply in New Jersey.

You Bear Responsibility for Your Financial and Investment Decisions.

While our purpose is to help you become a better investor, your investment decisions rest squarely with you. You agree that you bear sole and complete responsibility for your investment and financial decisions.

By purchasing Motley Fool Epic Bundle, you agree that The Motley Fool, its directors, its employees, and its agents will not be liable for any investment decision made or action taken by you and others based upon reliance on any information we publish. Please remember that past results are not necessarily indicative of future performance.

Trading Rules

The Motley Fool strives to operate with the highest level of integrity and to treat everyone — our customers, employees and community — fairly. For this reason, all of our services abide by trading rules.

Employees and contractors cannot trade based upon any knowledge of an upcoming recommendation by Motley Fool Epic Bundle. They may only trade in the security after the recommendation has been published.

If Motley Fool Epic Bundle issues a recommendation about a stock, The Motley Fool's other services will refrain from issuing trade alerts in the security for 24 hours.

Please note there may be occasions where another Motley Fool service takes a position with respect to a security that is counter to that of another Fool service.

Affiliates of The Motley Fool provide investment products that may hold securities mentioned in our publications. Editorial personnel have no nonpublic knowledge of the affiliate's holdings, and the affiliate's personnel have no knowledge of any editorial content before it is published.

The Service Is Intended for U.S. Residents Only

The Service is aimed at and published for individuals residing in the United States. The Motley Fool makes no representation that the materials provided, and actions taken by the Service are appropriate for users outside the United States or permitted under the laws of other jurisdictions.

If you choose to access or use the Service from a location other than the United States, you do so at your own initiative and risk, and you bear full responsibility for compliance with any applicable local laws.

Everything Else

Please read the Fool's Rules for more details on our rules and policies including our dispute resolution procedures. If you see something that you think is a violation of the Fool's Rules or these Terms, please notify us at [email protected].

The Motley Fool reserves the right to change the Fool's Rules or these Terms at any time. Changes will be posted on the applicable Web page.

Last updated May 18th, 2022.