Deposit $5, Get a Stash T-Shirt

Terms and Conditions

THE PROMOTION

Starting 12:01 AM (ET) February 23, 2022 through 11:59 PM (ET) March 25, 2022 (the “Promotion Period”), when you complete the designated registration process of opening a Personal Portfolio (as defined below) and complete your first deposit of at least $5 into it in accordance with the eligibility requirements set forth below, we will send you a one-time Stash-themed t-shirt. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

ELIGIBILITY:

To be eligible to participate in this Promotion and receive Bonus Funds (as defined below), you must receive an invitation to participate in this Promotion directly from Stash and complete the following steps during the Promotion Period: (i) successfully complete the designated registration process of opening an individual taxable brokerage account advised by Stash Investments LLC that is in good standing (a “Personal Portfolio”), as displayed by the interactive instructions shown via the Stash platform and/or your offer to participate; (ii) link a funding source (e.g. an external bank account) to your Personal Portfolio; AND (iii) initiate and complete a minimum deposit of at least five dollars ($5.00) from your funding source into your Personal Portfolio. For purposes of this Promotion, a deposit of funds shall be considered complete once the transaction has fully settled in your Personal Portfolio. If you satisfy the requirements noted in this paragraph, Stash will send to your address of record attributable to your Personal Portfolio one (1) Stash-themed t-shirt (your “Reward”). You are only eligible to receive one (1) Reward hereunder, even in the event you complete more than one deposit of funds from your funding account into your Personal Portfolio during the Promotion Period. 

For the avoidance of doubt, in the event you only complete the designated registration process to receive the Financial Counseling Service (if applicable to you, as such term is defined in your Advisory Agreement) from Stash, or you do not otherwise complete the designated registration process required for opening a Personal Portfolio in accordance with the above during the Promotion Period, you will not be eligible to receive the Bonus Funds under this Promotion.

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 account opening documentation has been completed and verified, and is not locked, or restricted, or otherwise flagged in any way. If your account is closed or not in good standing for any reason at any time, your Reward will be forfeited.

OTHER INFORMATION:

“Stash” refers to Stash Investments LLC. Stash is not responsible for any failure on your part or your referee friends’ part to meet standards for qualifying for this Promotion. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) and a Stash Smart Portfolio are not eligible as part of this Promotion. Stash reserves the right to amend or cancel this Promotion or these Promotion Terms at any time. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) and a Stash Smart Portfolio are not eligible for this Promotion. 

Stash is an SEC registered investment adviser. You may view our Wrap Fee Brochure and our Advisory Agreements at https://www.stash.com/disclosurelibrary. You remain responsible for ancillary fees that are not included in the monthly Wrap Fee. A list of such ancillary fees is included in our Advisory Agreement. Stash is not responsible for any failure on your part to meet standards for qualifying for this Promotion. Stash may withhold or recover any Reward if Stash determines that it was 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.

Investing Involves Risk. Information shown is strictly for illustrative and educational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation for any security in any jurisdiction where such an offer, solicitation or recommendation would be unlawful or unauthorized. Any preliminary information provided to prospective customers prior to Stash agreeing to enter into an advisory relationship does not constitute investment advice and should not be relied on as such. Investment products, stock rewards, and services are offered by Stash, not Green Dot Bank, and are Not FDIC Insured, Not Bank Guaranteed and May Lose Value.

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.

If, for any reason, this Promotion is not capable of running as planned, whether due to infection by computer virus, bugs, tampering, unauthorized intervention, fraud, technical failures, or any other causes beyond the control of Stash which corrupts or affects the administration, security, fairness, integrity, or proper conduct of this Promotion, Stash reserves the right in its sole discretion, to disqualify any individual who tampers with this Promotion, and to cancel, terminate, modify or suspend this Promotion. In the event of termination, Stash may in its sole discretion award a Reward to those who have satisfied the eligibility criteria set forth herein up until the time of termination. Stash assumes no responsibility for any error, omission, interruption, deletion, defect, delay in operation or transmission, communications line failure, theft or destruction or unauthorized access to, or alteration of, this Promotion. Stash is not responsible for any problems or technical malfunction of any telephone network or lines, computer online systems, servers, or providers, computer equipment, software, failure of any e-mail or entry to be received by Stash on account of technical problems, human error or traffic congestion on the Internet or at any web site, or any combination thereof, including any injury or damage to any person’s computer related to or resulting from participation in this Promotion.