Stash Bank Transition
When you successfully complete the process of transitioning your existing Stash banking account (an “Existing Stash Bank Account”) powered by an unaffiliated FDIC Member partner bank (“Partner Bank”) to a new Stash banking account powered by Stride Bank, N.A. (a “Stride Bank Account”) in accordance with the eligibility requirements set forth below, we will make a one-time deposit of funds into the cash balance of your Personal Portfolio (as defined below). 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 receive an offer message to participate in this Promotion directly from Stash and complete the following steps/meet the following requirements within seven (7) calendar days thereafter (your “Offer Period”): (i) have an Existing Stash Bank Account that is in good standing, in which you’ve successfully made at least one (1) deposit of funds; (ii) have an individual taxable brokerage account advised by Stash Investments LLC (“Stash”) that is in good standing (a “Personal Portfolio”); and (iii) successfully complete the process of transitioning your Existing Stash Bank Account to a Stride Bank Account and your Stride Bank Account is in good standing, as displayed by the interactive instructions shown via the Stash Platform. If you satisfy the conditions stated herein within 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 (the “Bonus Funds”).
You are only eligible to participate in this Promotion if you received this Promotion directly from Stash. You are only eligible to receive one reward of Bonus Funds hereunder. 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) and a Stash Smart Portfolio are not eligible for this Promotion.
Your Personal Portfolio must remain in good standing in order to receive the Bonus Funds. Stash and/or Partner Bank reserve the right to determine in our/its sole or joint 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 is closed or not in good standing for any reason at any time, your 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.
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 customers prior to Stash agreeing to enter into an advisory relationship does not constitute investment advice and should not be relied on as such.