Stash Brightly $50 Promotion

Terms and Conditions

The Promotion

Effective October 19, 2020 (the “Effective Date”), when you meet the eligibility requirements set forth below, complete the process of opening a Stash Invest account (as defined below) and link a funding source to your Stash Invest account, you will be eligible to receive a one-time deposit of $50 into the cash balance of your Stash Invest account, 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 directly from Stash to participate in this Promotion; (ii) complete the process of opening an individual brokerage account advised by Stash Investments LLC that is in good standing (a “Stash Invest account”), and (iii) link a funding account (e.g. an external bank account) to your Stash Invest account. If you satisfy the conditions stated in the previous sentence, you will be eligible to receive a one-time deposit of fifty dollars ($50.00) into the cash balance of your Stash Invest account (the “Bonus Funds”).

You are only eligible to receive one reward of Bonus Funds under this Promotion. Further and for the avoidance of doubt, tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) are not eligible for this Promotion. Your Bonus Funds must remain in your Stash Invest account for ninety (90) calendar days beginning from the date the Bonus Funds are deposited into your Stash Invest account 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. Bonus Funds may take up to five (5) business days to be credited to your Stash Invest account.

Your Stash Invest account must be in good standing in order to participate in this Promotion and to receive the one-time Bonus Funds 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 Stash Invest account is closed or not in good standing for any reason at any time, your eligibility to participate in this Promotion and any Bonus Funds you receive will be forfeited.

Predetermined Compensation

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 a landing page or these Promotion Terms by such an incentivized third-party who would not have otherwise redirected you there. 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 $10 for each Prospective Client who opens a Stash Invest Account and links a funding account (e.g. an external bank account) to their Stash Invest Account in accordance with these Promotion Terms. 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. 

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 and services are offered by Stash, not Green Dot Bank, and are Not FDIC Insured, Not Bank Guaranteed and May Lose Value. By offering this Promotion, Stash is not suggesting any endorsement, affiliation or relationship with Amazon or any of its affiliates.

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 Bonus Funds if Stash determines that such Bonus Funds were 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 Bonus Funds hereunder may be taxable income to you. You are responsible for any federal or state taxes resulting from receipt of  Bonus Funds hereunder and should consult your tax advisor if you have questions about the tax treatment of Bonus Funds. 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.