Stash First Swipe, Get $5 Promotion

Terms and Conditions

The Promotion

Starting 1:01 PM (ET) on May 4, 2021 and ending 11:59 PM (ET) on May 20, 2021 (the “Promotion Period”), if you make your first qualifying purchase (as defined below) with your Stock-Back® Card within your Offer Period (as defined below), we will make a one-time deposit of $5 into the cash balance of your Stash Banking account. This Promotion is subject to the terms and conditions specified herein (the “Promotion Terms”). 

Eligibility

To be eligible for this Promotion and receive the Bonus Funds (as defined below), you must receive an offer to participate in this Promotion directly from Stash and complete the following steps within seven (7) calendar days from the date you receive your offer to participate hereunder (your “Offer Period): (i) have an individual taxable brokerage account advised by Stash Investments LLC (a “Personal Portfolio”) and a Stash Banking account, both of which must be in good standing (as further described below), AND, (ii) make one (1) qualifying purchase with your Stock-Back® Card. If you satisfy the conditions stated in the previous sentence within your Offer Period, Stash will make a one-time deposit of five dollars ($5.00) into the cash balance of your Stash Banking account (the “Bonus Funds”) within five (5) business days.

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 have a Personal Portfolio and a Stash Banking account in accordance with these Promotion Terms, you will not be eligible to participate in this Promotion. 

You are only eligible to participate in this Promotion if you received this Promotion directly from Stash. You are only eligible to receive one reward of Bonus Funds hereunder, even in the event you make more than one (1) qualifying purchase during your Offer Period. Bonus Funds must remain in your Stash Banking account for ninety (90) days beginning from the date the Bonus Funds are deposited into your Stash Banking account and for the entirety of the 90-day period, or your Bonus Funds will be forfeited. 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. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) and a Stash Smart Portfolio are not eligible for this Promotion.

Your Personal Portfolio and your Stash Banking account at Green Dot Bank, Member FDIC, each must be in good standing in order to participate in this Promotion and/or receive Bonus Funds hereunder. We and/or Green Dot Bank reserve the right to determine in our and/or its sole or joint 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 either account is closed or not in good standing for any reason at any time, you will not be eligible to participate in this Promotion or receive Bonus Funds.

A “Stash Banking account” is a debit account powered by Green Dot Bank, Member FDIC, that is and remains in good standing. You must pass Green Dot Bank’s customer identification procedures and otherwise be approved by Green Dot Bank for a Stash Banking account, and you must agree to electronic delivery of disclosures, Green Dot Bank’s deposit account agreement, and any other account opening documentation required in order to open a Stash Banking account. There is no guarantee that you will be approved to open a Stash Banking account. All references to the “Stock-Back® Card” or “debit card” hereunder refer to a permanent or virtual Stash Debit card issued by Green Dot Bank, Member FDIC.

Qualifying Purchases

Only qualifying purchases are eligible for purposes of this Promotion. For the purpose of these Promotion Terms, a qualifying purchase is any point-of-sale purchase and/or online purchase made with your virtual or permanent Stock-Back® Card issued by Green Dot Bank that has posted to your Stash Banking account.   

The following transactions are not qualifying purchases: (1) transactions conducted at an ATM, cash teller withdrawals, and cash withdrawals at point-of-sale; (2) the purchase of money orders or other cash-equivalents (cash-equivalents include, but are not limited to: third-party gift cards or gift certificates, prepaid open loop cards, coupons, currency, virtual currency, coins, paper money, negotiable items not yet deposited, U.S. treasury bills and commercial paper); and (3) transactions conducted through peer-to-peer (“P2P”) payment services and third-party payment accounts (including but not limited to services such as Venmo®, Square, Inc.’s CashApp® and PayPal® and other similar services) where the funding source is a Stash Banking account or the Stock-Back® Card. In addition, transactions deemed by Stash and/or Green Dot Bank, in its and/or their sole or joint discretion, to have been manufactured spend will not be deemed a qualifying purchase. Stock-Back® Card purchases that have been authorized but that do not post to your Stash Banking account during your Offer Period do not constitute qualifying purchases hereunder, and are expressly excluded for purposes of this Promotion.

We reserve the right to determine in our sole discretion whether a particular transaction is a qualifying purchase for purposes of this Promotion. We also reserve the right to reverse the credit of any reward of any Bonus Funds in the event any qualifying purchase giving rise to the reward is the subject of a return, credit, chargeback or similar rescinded transaction. 

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. You remain responsible for ancillary fees that are not included in the monthly Wrap Fee. A list of such ancillary fees is included in your 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 Bonus Funds if Stash determines that such funds were obtained under wrongful or fraudulent circumstances, or was awarded to you in error, or that you received this Promotion directly from Stash in error, or that inaccurate or incomplete information was provided when opening your account, or that any terms of your 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. The value of the Bonus Funds hereunder may be taxable income to you. You are responsible for any federal or state taxes resulting from receipt of the Bonus Funds hereunder and should consult your tax advisor if you have questions about the tax treatment of Bonus Funds. This Promotion is not valid with any other promotions and is non-transferrable.

Bank Account Services are provided by Green Dot Bank and Stash Visa Debit Card issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A. Visa is a registered trademark of Visa International Service Association. Green Dot Bank also operates under the following registered trade names: GoBank, GO2bank and Bonneville Bank. All of the registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank.  Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage allowable up to the limits. Green Dot is a registered trademark of Green Dot Corporation. © 2021 Green Dot Bank. All rights reserved. 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 Bonus Funds 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.