Smart Portfolio, $5 First Deposit
Terms and Conditions
When you complete the designated registration process of opening both a Personal Portfolio and a Smart Portfolio (as each term is defined below) and complete your first deposit of funds into your Smart Portfolio 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 message to participate in this Promotion (your “Offer Period”): (i) as part of your registration process with Stash, you must agree to pay for either the Stash Growth or Stash+ Platform Tier Service (as defined in your Advisory Agreement) subscription plan, (ii) 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; (iii) successfully complete the designated registration process of opening a Smart Portfolio advised by Stash Investments LLC that is in good standing (a “Smart Portfolio”), as displayed by the interactive instructions shown via the Stash platform and/or your offer to participate, (iv) link a funding source (e.g. an external bank account) to your Smart Portfolio; AND (v) initiate and complete a minimum deposit of at least five dollars ($5.00) from your funding source into your Smart Portfolio. For purposes of this Promotion, a deposit of funds shall be considered complete once the transaction has fully settled in your Smart 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 (the “Bonus Funds”).
For the avoidance of doubt, in the event you only complete the designated registration process to receive the Financial Counseling Service (if applicable to you, as such term is defined in your Advisory Agreement) from Stash, or you do not otherwise complete the designated registration process required for opening either a Personal Portfolio or Smart Portfolio in accordance with the above during your Offer Period, you will not be eligible to receive the Bonus Funds.
You are only eligible to participate in this Promotion if you received an offer to participate in this Promotion directly from Stash. You are only eligible to receive one (1) reward of Bonus Funds hereunder, even in the event you complete multiple deposits of funds from your funding source into your Smart Portfolio during your Offer Period. The Bonus Funds must remain in your Personal Portfolio for ninety (90) days beginning from the date the Bonus Funds are deposited into your Personal Portfolio and for the entirety of the 90-day period. 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. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) are not eligible for this Promotion.
Both your Personal Portfolio and Smart Portfolio must remain in good standing in order to receive the Bonus Funds. 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 Promotion is an account for which all required account opening documentation has been completed and verified, and is not locked, or restricted, or otherwise flagged in any way. If your Personal Portfolio or Smart Portfolio is closed or not in good standing for any reason at any time, the Bonus Funds will be forfeited.
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.