Stash $5 Halloween Candy Stock Reward Promotion

Terms and Conditions

THE PROMOTION

Effective October 25, 2021 (the “Effective Date”), when you meet the eligibility requirements set forth below and complete the process of opening a Personal Portfolio (as defined below), you will be eligible to receive a one-time $5 stock reward of your choice into the cash balance of your Personal Portfolio, as further described below. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

ELIGIBILITY

To be eligible for this Promotion, you must satisfy the following conditions on or after the Effective Date: (i) receive an offer message directly from Stash to participate in this Promotion; (ii) complete 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 mobile applications and/or website (the “Stash Platform”) and/or your offer to participate; (iii) link a funding source (e.g. an external bank account) to your Personal Portfolio; (iv) initiate and complete a minimum deposit of at least five dollars ($5.00) from your funding source into your Personal Portfolio. If you satisfy the conditions stated in the previous sentence, Stash will present you with an offer through the Stash Platform to select a stock reward from a predetermined selection of one or more publicly-traded securities available on the Stash Platform in an amount equal to five dollars ($5.00) (a “Stock Reward”). You must accept your offer to receive your Stock Reward in accordance with the terms of your offer, as it’s presented to you through the Stash Platform. Stash may rescind any offer to receive a Stock Reward hereunder in its sole discretion prior to acceptance by you without notice. Stash will determine the list of such publicly-traded securities that comprise a Stock Reward under this Promotion in its sole discretion and may change the predetermined selection of any such publicly-traded securities from time-to-time without notice to you. You may only select one (1) publicly-traded company to comprise your Stock Reward.

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 a Personal Portfolio in accordance with the above during your Offer Period, you will not be eligible to receive the Bonus Funds under this Promotion. You may not substitute your Stock Reward for cash.

You are only eligible to receive one (1) Stock Reward under this Promotion, even in the event you make multiple deposits from your funding source into your Personal Portfolio. For purposes of this Promotion, a deposit of funds shall be considered complete once the transaction has fully settled in your Personal Portfolio. Further and for the avoidance of doubt, tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) and a Stash Smart Portfolio are not eligible for this Promotion. Each Stock Reward shall be limited to a maximum cash value of $5.00. The cash value of your Stock Reward (as further described below) must remain in your Personal Portfolio for ninety (90) calendar days beginning from the date the cash is deposited into your Personal Portfolio and for the entirety of the 90-day period. The Stock Reward deposited by Stash is not a recommendation to buy any specific stock or other security, nor does it constitute investment advice.

Your Personal Portfolio must be in good standing in order to participate in this Promotion and to receive the one-time Stock Reward hereunder. Stash reserves the right to determine in its 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 opening documentation has been completed and verified, and is not locked, or restricted, or otherwise flagged in any way. If your Personal Portfolio is closed or not in good standing for any reason at any time, your eligibility to participate in this Promotion and any Stock Reward you receive will be forfeited.

CREDITING YOUR STOCK REWARD

By accepting an offer to earn a Stock Reward, you are making a decision to invest in that specific underlying stock and you agree that it is your responsibility to review and carefully consider the stock, including the information available to you through the Stash Platform about such stock, before choosing to accept a Stock Reward hereunder. Neither this Promotion itself, nor the stock available to be earned through it, is a recommendation to buy any such specific stock. The value of any Stock Reward you receive may fluctuate over time due to a variety of factors. Please refer to the Stash Platform for a list of all investments that are available for purchase. Stash reserves the right to change the list of investments available on the Stash Platform at any time and from time to time in its sole discretion.

By accepting a Stock Reward hereunder, you are agreeing to initiate a “buy” order for such underlying stock in the amount of your Stock Reward. To deliver a Stock Reward to your Personal Portfolio, Stash Investments LLC will deposit the monetary amount of your Stock Reward into your Personal Portfolio and automatically initiate a “buy” order for such underlying stock in the amount of the Stock Reward. By accepting an offer to earn a Stock Reward, you are authorizing Stash Investments LLC to direct, and Stash Capital LLC to execute, an order to buy the specific underlying stock offered to you. A Stock Reward may take up to five (5) business days to be reflected in your Personal Portfolio. For the avoidance of doubt, you have the ability to decline the offer to earn any Stock Reward, and the ability to sell any Stock Reward earned under this Promotion, after you receive it in your Personal Portfolio.

By participating in this Promotion, you grant Stash Investments LLC the limited discretionary authority required to complete the securities transaction necessary to complete the Stock Reward. Specifically, Stash Investments LLC will have discretion over the cash credited to your Personal Portfolio pursuant to these Promotion Terms only to the limited extent necessary to fulfill your Stock Reward. This discretionary authority is in addition to the limited discretionary authority you have already granted to Stash Investments LLC pursuant to your Advisory Agreement, as amended, that you agreed to when you opened your Personal Portfolio. Accordingly, your acceptance of these Promotion Terms and participation in this Promotion expressly amends and modifies your Advisory Agreement as of the date you initially accept these terms, and you are hereby notified of such amendment and modification by these terms.

OTHER INFORMATION

Investing Involves Risk. Information shown is strictly for illustrative and educational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation for any security in any jurisdiction where such an offer, solicitation or recommendation would be unlawful or unauthorized. Any preliminary information provided to prospective clients prior to Stash Investments LLC accepting a signed Advisory Agreement does not constitute investment advice and should not be relied on as such. Investment products, Stock Rewards, and services are offered by Stash, not Green Dot Bank, and are Not FDIC Insured, Not Bank Guaranteed and May Lose Value.

These Promotion Terms are for informational purposes only, and you should not construe any such information or related materials, or the Stock Reward or this Promotion itself, as legal, tax, investment, financial, or other advice. All content associated with this Promotion is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in this Promotion constitutes investment advice, nor does any information in this Promotion constitute a comprehensive and complete statement of the matters discussed or the law relating thereto. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information displayed through this Promotion before making any decisions based on such information. In exchange for participating in this Promotion, you agree not to hold Stash, or any third party service provider liable for any possible claim for damages arising from any decision you make based on information made available to you through this Promotion. 

Stash Investments LLC is an SEC registered investment adviser. You may view our Wrap Fee Brochure and our Advisory Agreements at https://www.stash.com/disclosurelibrary. 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 and/or these Promotion Terms at any time. Stash may withhold or recover any Stock Reward if Stash determines that such Stock Reward was obtained under wrongful or fraudulent circumstances, or that you received an invitation from Stash to participate in this Promotion in error, or was awarded to you 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. The value of a Stock Reward hereunder may be taxable income to you. You are responsible for any federal or state taxes resulting from receipt of a Stock Reward hereunder and should consult your tax advisor if you have questions about the tax treatment of a Stock Reward. 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.

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 a Stock Reward 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.