$100 Bankrate Quick Start Your Stash
Terms and Conditions
The Promotion
When you complete the designated registration process of opening a Personal Portfolio (as defined below) and complete your first deposit of funds into it in accordance with the eligibility requirements during the time periods set forth below, we will make a one-time deposit of $50.00 (fifty) dollars into the cash balance of your Personal Portfolio (as defined below). Additionally, if you meet the two-step eligibility requirements (as defined below) during the time period set forth below, we will make a one-time deposit of $50.00 (fifty dollars) into the cash balance of your Personal Portfolio (as defined below). This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).
Eligibility
Part One Bonus Offer
To be eligible to participate in this Promotion and receive the Part One Bonus Funds (as defined below), you must complete the following requirements that are included in your offer message to participate in this Promotion (Your “Offer 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 by 11:59pm EST, January 31, 2024, (ii) link a funding account (e.g., an external bank account) to your Personal Portfolio, AND (iii) initiate and complete a minimum deposit of at least $5.00 (Five) dollars into a Personal Portfolio that is in good standing OR a discretionary managed brokerage account advised by Stash Investments LLC that is in good standing (“Smart Portfolio”) (collectively, referred to herein as (“Individual Account”) by 11:59pm EST, April 30th, 2024. For purposes of this Promotion, a deposit of funds shall be considered complete once the transaction has fully settled in your Individual Account. If you satisfy the conditions stated herein, Stash will make a one-time deposit of $50.00 (fifty) into the cash balance of your Personal Portfolio (“Part One Bonus Funds”).
Part Two Bonus Offer
To be eligible to participate in this Promotion and receive the Part Two Bonus Funds (as defined below), you must complete the following requirements: (i) fulfill all eligibility requirements for Part One Bonus Funds (as referenced above), ii) initiate and complete the purchase of a security in an amount equal to or greater than one dollar ($1.00) from your funding source into any brokerage account advised by Stash Investments LLC (“Auto-Invest Account”) through the Auto-Invest feature available on the Stash platform by 11:59 pm EST, April 30th, 2024 and keep the Auto-Invest feature on for 6 (six) consecutive months (“Six Month Period”), Stash will make a one-time deposit of $50.00 (fifty) dollars into the cash balance of your Personal Portfolio (“Part Two Bonus Funds”). For purposes of this Promotion, a transfer of funds shall be considered complete once the transaction has fully settled in your Individual Account and an investment shall be considered complete once the transaction has fully settled in your Auto-Invest Account. For the avoidance of doubt, If you turn off or pause the Auto-Invest feature available on the Stash Platform during this Promotion, you will not be eligible to receive the Part Two Bonus Funds. Your Part Two Bonus Funds will be deposited into your Personal Portfolio 30 (thirty) calendar days after your Six Month Period.
For the avoidance of doubt, if you have opened a Personal Portfolio and have made a deposit into any of your brokerage accounts prior to January 1st, 2024, you are not eligible to participate in the Promotion.
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, you will not be eligible to receive the Part One Bonus Funds or Part Two Bonus Funds (as defined below) under this Promotion (collectively, referred to herein as “Bonus Funds”).
You are only eligible to receive one reward of Bonus Funds hereunder, even in the event you complete multiple deposits of funds from your funding account into your Personal Portfolio. Bonus Funds must remain in your for ninety (90) days beginning from the date the Bonus Funds are deposited into your Personal Portfolio 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 Personal Portfolio must remain in good standing in order to receive the Bonus Funds under this Promotion. Stash reserves the right to determine in our 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 Personal Portfolio is closed or not in good standing for any reason at any time, your Bonus Funds will be forfeited. Stash Custodial Accounts and IRAs are not eligible for this Promotion.
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.stashinvest.com/disclosurelibrary. Stash is not responsible for any failure on your part to meet standards for qualifying for this Promotion. Stash may withhold or recover any discounted fees if Stash determines that such Fee Discount was obtained under wrongful or fraudulent circumstances, or was awarded to you in error, or that you received an invitation to participate in this Promotion 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. Stash reserves the right to amend or cancel this Promotion and/or these Promotion Terms at any time. Promotion available to U.S residents only. This Promotion is not valid with any other promotions and is non-transferable.
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. 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.