Referral WNUC

Weekly New User Campaign Program

THE PROMOTION

ELIGIBILITY: To be eligible to participate in this Promotion, you must satisfy the following requirements: (i) you must have completed the registration process of opening and activating your individual brokerage account advised by Stash Investments LLC (a “Stash Invest account”) between September 30, 2019 and October 7, 2019, (ii) your Stash Invest account must be in good standing (as defined below), and (iii) you must refer three (3) friends to Stash and each of them must open and activate a Stash Invest account during the Promotion Period. Your friends must also adhere to all required account opening agreements and maintain their account in good standing. This Promotion will be limited to the first ten (10) people who successfully get three (3) friends to open and activate a Stash Invest account during the Promotion Period, for a total bonus pool of $1,000. You are only eligible to participate in this Promotion if you received this Promotion directly from Stash.

To be eligible for the Bonus Funds, your friends must use your personal referral code when they sign up. You are only eligible to receive one deposit of Bonus Funds during the Promotion Period. The Bonus Funds hereunder are in addition to the $5 per referral that you normally earn under the Stash It Forward program and are also subject to the Stash It Forward program terms and conditions (the “Stash It Forward Terms”). The Bonus Funds will be paid into the cash balance of your Stash Invest account within five (5) business days following the end of the Promotion Period. Any Bonus Funds deposited by Stash hereunder 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. 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 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 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 your Stash Invest account is closed or not in good standing for any reason at any time, any Bonus Funds you receive will be forfeited.

Stash reserves the right to amend or cancel this Promotion or these Promotion Terms at any time. The Stash It Forward Terms are hereby incorporated by reference into these Promotion Terms with the same force and effect as though fully set forth herein. 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 to meet standards for qualifying for this Promotion. Stash may withhold or recover any Bonus Funds paid if Stash determines that such funds were obtained under wrongful or fraudulent circumstances, or were awarded to you in error, or that you received an invitation to participate in this Promotion 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 (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.