Promotion Terms and Conditions
When you open a Stash Retire Account and transfer a minimum of five-dollars ($5) into it, we will match your contribution up to a maximum of five-dollars ($5) (“Bonus Funds”). This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).
To participate in this Promotion you must open a Stash Retire Account, link a bank Account, deposit at least five-dollars ($5) into your Stash Retire Account within 14 calendar days of receipt of this email offer. A Stash Retire Account is an individual retirement account (including a Roth IRA or Traditional IRA) advised by Stash Investments LLC. Bonus Funds deposited into a Stash Retire Account will be posted ten (10) calendar days after completing the account opening requirements and depositing at least $5.00. Your Stash Retire Account must remain open for the entirety of the 10-day period in order to receive the Bonus Funds.
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.
Predetermined Compensation Disclosure
Stash Investments LLC pays pre-determined compensation to affiliate marketers or other strategic partners who drive users to a Stash web property. Accordingly, you may have been redirected to this landing page by such an incentivized third-party who would not have otherwise redirected you here. By continuing with the account opening process, you are acknowledging receipt of this disclosure. Stash and the referring party who directed you to this web property have entered into a written agreement whereby the referring party will use its best efforts to solicit and refer individuals as clients (“Prospective Clients”) to Stash in exchange for cash compensation to be paid by Stash. Such referring party is an independent contractor, and is not an affiliate, agent, representative, partner or employee of Stash nor does the referring party have authority to accept a client agreement on behalf of Stash, to collect or receive payment in its own name for any of Stash’s services, or to provide investment advice on behalf of Stash. The referring party’s referral does not constitute a statement of the referring party’s experience with, or endorsement of, Stash. Stash will pay the referring party for referral services provided by the referring party up to $55 for each Prospective Client who opens, links a bank to, or deposits funds into a Stash account. Stash will not charge you any additional fees as a result of its agreement with the referring party. The amount of fees that Stash will charge you for investment advisory services is the same as what it would customarily charge any new customer who was not referred by a referring party.