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Stash It Forward Refer 3, Get $150 Rewards Program

Terms and Conditions

The Program

We are offering a one-time $150 cash bonus when you successfully refer three (3) friends to Stash. Your friends must sign up between 12:00 AM (ET) February 13, 2020 and 11:59 PM (ET) February 29, 2020 (the “Program Period”). This Program is subject to the terms and conditions stated herein (the “Program Terms”).

Eligibility

To be eligible to participate in this Program, you must satisfy the following requirements during the Program Period: (i) you must receive an invitation to participate in this Program directly from Stash, (ii) you must have an individual brokerage account advised by Stash Investments LLC that is in good standing (a “Stash Invest Account”), and (iii) you must successfully refer three (3) friends to Stash and each of them must open either a Qualifying New Invest Account or a Qualifying New Bank Account (as such terms are defined below) during the Program Period. Your friends must also adhere to all required account opening agreements and maintain their Qualifying New Invest Account and/or Qualifying New Bank Account in good standing (as defined below). 

To constitute a “Qualifying Stash Invest Account” hereunder, your referee friend must do each of the following during the Program Period: (i) complete the process of opening a Stash Invest Account by using the special designated referral link from your invitation, (ii) link a funding account (e.g. a bank account) to their Stash Invest Account, and (iii) initiate a minimum deposit of five dollars ($5.00) into their Stash Invest Account.

To constitute a “Qualifying New Bank Account” hereunder, your referee friend must do each of the following during the Program Period: (i) complete the process of opening a Stash bank account provided by Green Dot Bank, Member FDIC (a “Stash Bank account”), by using the special designated referral link from your invitation, (ii) link a funding account (e.g. a bank account) to their Stash Bank account, and (iii) initiate a minimum deposit of five dollars ($5.00) into their Stash Bank account. 

A Stash Bank account opened hereunder is subject to approval by Green Dot Bank, Member FDIC. Your referee friend must pass Green Dot Bank’s customer identification procedures and otherwise be approved by Green Dot Bank for a Stash Bank account, and your referee friend must agree to electronic delivery of disclosures, Green Dot Bank’s deposit account agreement, and any other account documentation required for opening in order to open a Stash Bank account. There is no guarantee that your referee friend will be approved to open a Stash Bank account.

Bonus Funds

If you satisfy the eligibility requirements set forth above during the Program Period, Stash will make a one-time deposit of one hundred and fifty dollars ($150) (the “Bonus Funds”) into the cash balance of your Stash Invest Account. Further, Stash will make a one-time deposit of twenty dollars ($20) into the cash balance of the Stash Invest Account for each of your three (3) referee friends that successfully open a Qualifying New Invest Account and/or Qualifying New Bank Account in accordance with these Program Terms.

The Bonus Funds and the cash reward to each of your three (3) referee friends will be paid within ten (10) business days of satisfying the eligibility requirements set forth herein. You are only eligible to receive one deposit of Bonus Funds during the Program Period. The Bonus Funds hereunder are in addition to the cash reward per referral that you would normally earn under the Stash It Forward program, the terms of which can be found here: [https://docs.stashinvest.com/disclosures/referral_solicitation_agreement.html] (the “Stash It Forward Terms”). This Program is governed by the Stash It Forward Terms, and Stash It Forward Terms are hereby incorporated by reference into these Program Terms with the same force and effect as though fully set forth herein. All referral invitations that you send under this Program must be sent in strict accordance with the Stash It Forward Terms.

Any Bonus Funds or cash rewards deposited by Stash hereunder is a fixed cash value and does not constitute stock nor any other security, nor is it a recommendation to buy any specific stock or other security. Bonus Funds must remain in your Stash Invest Account for ninety (90) days beginning from the date the Bonus Funds are deposited in such account and for the entirety of the 90-day period, which shall be determined by Stash in its sole discretion.

Other Information

Stash and/or Green Dot Bank reserve the right to determine in our/its sole or joint discretion whether an account is closed and/or in good standing. An account in good standing for purposes of this Program 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, any cash bonuses awarded hereunder will be forfeited. Stash reserves the right to amend or cancel this Program or these Program Terms at any time. 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. Stash is not responsible for any failure on your part or your referee friends’ part to meet standards for qualifying for this Program. Stash may withhold or recover any Bonus Funds or cash rewards paid hereunder if Stash determines that such funds were obtained under wrongful or fraudulent circumstances, or were awarded in error, or that you received an invitation to participate in this Program in error, or that inaccurate or incomplete information was provided when opening an account, or that any terms of our Advisory Agreement, Terms of Use, or these Program Terms have been violated. Program available to U.S residents only. This Program is not valid with any other promotions and is non-transferrable (except solely with respect to the Stash It Forward program). The value of the 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.

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 operates under the following registered trade names: GoBank, Green Dot Bank 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. Green Dot is a registered trademark of Green Dot Corporation. © 2020 Green Dot Bank. All rights reserved. This Program 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 Program.