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Stash $5 First Deposit Promotion

Terms and Conditions

The Promotion

Effective December 10, 2020 (the “Effective Date”), when you meet the eligibility requirements set forth below, complete the process of opening a Stash Invest Account (as defined below) and deposit at least $5 into your Stash Invest Account in accordance with the terms of your offer to participate in this Promotion, we will make a one-time deposit of $5 into the cash balance of your Stash Invest Account. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

Eligibility

To be eligible for this Promotion, you must receive an offer to participate in this Promotion directly from Stash and complete the following steps on or after the Effective Date: (i) complete the process of opening an individual brokerage account advised by Stash Investments LLC that is in good standing (a “Stash Invest Account”), (ii) link a funding account (e.g. an external bank account) to your Stash Invest Account, AND (iii) initiate and complete a minimum deposit of at least five dollars ($5.00) from your funding account into your Stash Invest Account. For purposes of this Promotion, a deposit shall be considered complete once the transaction has fully settled in your Stash Invest Account. If you satisfy the conditions stated above, Stash will make a one-time deposit of five dollars ($5.00) into the cash balance of your Stash Invest Account within five (5) days (“Bonus Funds”).

You are only eligible for this Promotion if you received an offer to participate in this Promotion directly from Stash. You are only eligible to receive one reward of Bonus Funds hereunder. In the event you complete multiple deposits of funds from your funding account into your Stash Invest Account on or after the Effective Date, you are only eligible to receive one cash reward of Bonus Funds. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) are not eligible for this Promotion. Your Bonus Funds must remain in your Stash Invest Account for ninety (90) calendar days beginning from the date the Bonus Funds are deposited into your Stash Invest Account and for the entirety of the 90-day period. The Bonus Funds deposited by Stash is a fixed cash value and does not constitute stock or any other security, nor is it a recommendation to buy any specific stock or other security.

Your Stash Invest Account must be in good standing in order to participate in this Promotion and to receive Bonus Funds. Stash reserves the right to determine in its sole discretion whether an account is closed and/or in good standing. An account in good standing for purposes of this Promotion is an account for which all required opening documentation has been completed and verified, and is not locked, or restricted, or otherwise flagged in any way. If your Stash Invest Account is closed or not in good standing for any reason at any time, your eligibility to participate in this Promotion and any Bonus Funds you receive will be forfeited.

Predetermined Compensation Disclosure

Stash Investments LLC pays pre-determined compensation to affiliate marketers or other strategic partners who drive users to a Stash web property. Accordingly, you may have been redirected to this landing page by such an incentivized third-party who would not have otherwise redirected you here. By continuing with the account opening process, you are acknowledging receipt of this disclosure. Stash and the referring party who directed you to this web property have entered into a written agreement whereby the referring party will use its best efforts to direct individuals (“Prospective Clients”) to Stash in exchange for cash compensation to be paid by Stash. Such referring party is an independent contractor, and is not an affiliate, agent, representative, partner or employee of Stash nor does the referring party have authority to accept a client agreement on behalf of Stash, to collect or receive payment in its own name for any of Stash’s services, or to provide investment advice on behalf of Stash. The referring party’s referral does not constitute a statement of the referring party’s experience with, or endorsement of, Stash. Stash will pay the referring party for referral services provided by the referring party a predetermined fee. Stash will not charge you any additional fees as a result of its agreement with the referring party. The amount of fees that Stash will charge you for investment advisory services is the same as what it would customarily charge any new customer who was not referred by a referring party.

Other Information

Stash Investments LLC is an SEC registered investment adviser. You may view our Wrap Fee Brochure and our Advisory Agreements at https://www.stash.com/disclosurelibrary. Stash is not responsible for any failure on your part to meet standards for qualifying for this Promotion.  Stash reserves the right to amend or cancel this Promotion and/or these Promotion Terms at any time. Stash may withhold or recover any Bonus Funds if Stash determines that such Bonus Funds were obtained under wrongful or fraudulent circumstances, or that you received an invitation from Stash to participate in this Promotion in error, or was awarded to you in error, or that inaccurate or incomplete information was provided when opening your account, or that any terms of our Advisory Agreement, Terms of Use, or these Promotion Terms have been violated. Promotion available to U.S residents only. This Promotion is not valid with any other promotions and is non-transferrable. The value of Bonus Funds hereunder may be taxable income to you. You are responsible for any federal or state taxes resulting from receipt of Bonus Funds hereunder and should consult your tax advisor if you have questions about the tax treatment of Bonus Funds. This Promotion is not sponsored or endorsed by Green Dot Bank, Green Dot Corporation, Visa U.S.A., or any of their respective affiliates, and none of the foregoing has any responsibility to fulfill any aspect of this Promotion.