Personal Portfolio, $5 First Deposit

Promotion 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 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”).

You are only eligible for this Promotion if you received an offer to participate in this Promotion directly from Stash. You are only eligible to receive one reward of Bonus Funds during your Offer Period. In the event you complete multiple deposits from your funding account into your Stash Invest Account during your Offer Period, you are only eligible to receive one cash reward of Bonus Funds. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) are not eligible for this Promotion. Your Bonus Funds must remain in your Stash Invest Account for ninety (90) calendar days beginning from the date the Bonus Funds are deposited into your Stash Invest 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.

Your Stash Invest Account must be in good standing in order to participate in this Promotion and to receive Bonus Funds. 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 opening documentation has been completed and verified, and is not locked, or restricted, or otherwise flagged in any way. If your Stash Invest Account is closed or not in good standing for any reason at any time, your eligibility to participate in this Promotion and any Bonus Funds you receive will be forfeited.

Other Information

Stash Investments LLC is an SEC registered investment adviser. You may view our Wrap Fee Brochure and our Advisory Agreements at Stash is not responsible for any failure on your part to meet standards for qualifying for this Promotion.  Stash reserves the right to amend or cancel this Promotion and/or these Promotion Terms at any time. Stash may withhold or recover any Bonus Funds if Stash determines that such Bonus Funds were 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. The value of Bonus Funds hereunder may be taxable income to you. You are responsible for any federal or state taxes resulting from receipt of Bonus Funds hereunder and should consult your tax advisor if you have questions about the tax treatment of Bonus Funds. 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.