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Stash 30-Day Growth Tier Upgrade Promotion

Terms and Conditions

THE PROMOTION:

    1. Effective September 16, 2020 (the “Effective Date”), when you receive an offer to participate in this Promotion and subscribe to the Stash Fee (as defined in your Advisory Agreement) attributable to the Stash Growth platform tier service in accordance with the requirements described below, you will be eligible to receive a waiver of $2.00 off your monthly Stash Fee for your Fee Waiver Period (as defined below) plus a one-time deposit of funds into the cash balance of your Stash Invest Account. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

      The fee waiver available pursuant to this Promotion is for a total of $2.00 off your monthly Stash Fee for your Fee Waiver Period. Accordingly, you will remain responsible for any amount of your monthly Stash Fee that exceeds $2.00 during your Fee Waiver Period, along with any ancillary fees you owe that are not included in your monthly Stash Fee, whether due on your Stash Invest Account (as defined below), Stash Banking account, Stash Retire account, or Stash Custodial account, as applicable.

ELIGIBILITY:

To be eligible to qualify for a fee waiver under this Promotion, you must complete the following steps: (i) receive an offer to participate in this Promotion directly from Stash, (ii) subscribe to the Stash Fee attributable to the Stash Growth platform tier service within thirty (30) calendar days from the date you receive an offer to participate in this Promotion (your “Offer Period”), and (iii) select to pay for your Stash Fee attributable to the Stash Growth platform tier on a monthly basis in advance during your Offer Period. You will not be eligible to participate in this Promotion if during the process of subscribing to the Stash Fee attributable to the Stash Growth platform tier service you select to pay for your Stash Fee on an annual basis. 

If you satisfy all of the conditions in the previous paragraph, you will (i) receive a one-time deposit of funds into the cash balance of your Stash Invest Account in an amount equal to the amount specified in your offer to participate in this Promotion (your “Bonus Funds”), and (ii) be eligible to claim a fee waiver of two dollars ($2.00) off your monthly Stash Fee for the remainder of the calendar month following the date that you have subscribed to the Stash Growth platform tier service, along with the entire calendar month that follows (your “Fee Waiver Period”). The Bonus Funds will be deposited into your Stash Invest account within five (5) business days from the date you satisfy the conditions set forth above. 

For example, if you receive an offer to participate in this Promotion directly from Stash on September 20, 2020, then your Offer Period will be from September 20, 2020 through October 19, 2020. If you then complete the process of subscribing to the Stash Fee attributable to the Stash Growth platform tier service and select to pay for your Stash Fee on a monthly basis on September 25, 2020, then your Fee Waiver Period will be from September 25, 2020 through October 31, 2020 and you will receive a deposit of your Bonus Funds into the cash balance of your Stash Invest Account. If you fail to complete the process of subscribing to the Stash Fee attributable to the Stash Growth platform tier service and select to pay for your Stash Fee on a monthly basis during your Offer Period you will not be eligible to receive a fee waiver or your Bonus Funds hereunder.

In order for you to claim your fee waiver for all or a portion of your Fee Waiver Period, however, you must link a funding account (e.g. an external bank account) to your Stash Invest Account. The date that you link your funding account to your Stash Invest Account will be deemed your “Linked Date” for purposes of these Promotion Terms. Your fee waiver hereunder will apply from your Linked Date through the remainder of your Fee Waiver Period. If your Linked Date occurs after the end of your Fee Waiver Period, you will forfeit your fee waiver hereunder. In furtherance of the example above, if your Linked Date is September 25, 2020, you will receive a $2.00 fee waiver off your monthly Stash Fee for the entirety of your Fee Waiver Period. Alternatively, however, if your Linked Date is October 1, 2020, you will only receive a $2.00 fee waiver off your monthly Stash Fee from October 1, 2020 through October 31, 2020, and not your entire Fee Waiver Period. Lastly, if your Linked Date occurs on or after November 1, 2020, you will forfeit your fee waiver hereunder. 

You are only eligible to receive one Bonus Funds reward during your Offer Period. 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, which shall be determined by Stash in its sole discretion. 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.

OTHER INFORMATION:

A “Stash Invest Account” is an individual brokerage account advised by Stash Investments LLC. Your Stash Invest Account must be in good standing to receive the fee waiver under this Promotion. If your Stash Invest Account is closed or not in good standing for any reason at any time, any fee waiver you receive hereunder will be forfeited. 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. Stash reserves the right to determine in its sole discretion whether an account is closed and/or in good standing.

 

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. As noted above, the fee waiver available pursuant to this Promotion is for your monthly Stash Fee attributable to the Stash Growth platform tier for your Fee Waiver Period. Accordingly, you will remain responsible for any ancillary fees you owe that are not included in your monthly Stash Fee, whether due on your Stash Invest Account, Stash Debit account, Stash Retire account, or Stash Custodial account, as applicable. 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 may withhold or recover any fees waived if Stash determines that such fee waiver was obtained under wrongful or fraudulent circumstances, or was 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. Stash reserves the right to amend or cancel this Promotion and/or these Promotion Terms at any time. Promotion available to U.S residents only. This Promotion is not valid with any other promotions and is non-transferrable.


Debit Account Services provided by Green Dot Bank and Stash Visa Debit card issued by Green Dot Bank, Member FDIC. This Promotion 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 Promotion.