Personal Portfolio, $5 First Deposit
Promotion 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 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 receive an offer to participate in this Promotion directly from Stash and complete the following steps: (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, (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) 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, 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 on or after the Effective Date, 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 account into your Personal Portfolio. 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.
Stash Investments LLC (“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 your Advisory Agreement. Certain of Goodwater Capital, LLC’s affiliates hold a minority interest in Stash’s parent company, Stash Financial, Inc.
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.