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Promotion Terms and Conditions

The Promotion

When you complete your first investment through your Stash Invest Account, we will make a one-time $5 deposit into the cash balance of your Stash Invest Account (“Bonus Funds”). In order to be eligible for this Promotion, you must initiate and complete your first investment through your Stash Invest Account between 12:01am August 13, 2019 and 11:59pm August 22, 2019 (the “Promotion Period”). This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

Eligibility

To participate in this Promotion you must initiate and complete the process of purchasing your first investment through your Stash Invest Account through any available method on the Stash platform during the Promotion Period. You must also adhere to all required account opening agreements. For purposes of this Promotion, an investment shall be considered complete once the transaction has fully settled. The Bonus Funds must remain in your Stash Invest Account for ninety (90) days beginning from the date the Bonus Funds are deposited into your Stash Invest Account and for the entirety of the 90-day period. In the event you complete multiple investments through your Stash Invest Account during the Promotion Period, you are only eligible to receive the Bonus Funds once during this Promotion. The Bonus Funds deposited by Stash is a fixed cash value and does not constitute stock or any other security, nor a recommendation to buy any specific stock or other security. A Stash Invest Account is an individual brokerage account advised by Stash Investments LLC. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) 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. You remain responsible for ancillary fees that are not included in the monthly Wrap Fee. A list of such ancillary fees is included in our Advisory Agreement. 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 at any time. Stash may withhold or recover any Bonus Funds if Stash determines that such funds were obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided when opening your account, or that any terms of our Advisory Agreement 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 may be taxable income to you. You are responsible for any federal or state taxes resulting from receipt of Bonus Funds and should consult your tax advisor if you have questions about the tax treatment of Bonus Funds.