Personal Portfolio, $5 First Deposit
Promotion Terms and Conditions
Terms and Conditions
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 and during the time period set forth below, we will make a one-time deposit of funds into the cash balance of your Personal Portfolio. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).
To be eligible to participate in this Promotion and receive the Bonus Funds (as defined below), you must complete the following steps within the specific time periods that are included in your offer to participate in this Promotion (your “Offer Period”): (i) successfully complete (or already have completed, or re-apply for and complete, as applicable to you) 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 conditions stated herein during your Offer Period, Stash will make a one-time deposit of funds into the cash balance of your Personal Portfolio in an amount equal to the amount specified in your offer to participate in this Promotion (“Bonus Funds”).
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 your Offer Period, you will not be eligible to receive the Bonus Funds under 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 complete multiple deposits of funds from your funding source into your Personal Portfolio during your Offer Period. Bonus Funds must remain in your Personal Portfolio 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. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) and a Stash Smart Portfolio are not eligible for this Promotion.
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.