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Stash + Collective Promotion Terms

The Promotion

When you complete the designated registration process of opening a Stash101 Account (as defined below) and add one or more students to your virtual classroom via your Stash101 Account in accordance with the eligibility requirements set forth below, Stash 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”).

Eligibility

To be eligible to participate in this Promotion and receive the Bonus Funds (as defined below), you must have an individual taxable brokerage account advised by Stash Investments LLC (“Stash”) that is in good standing (a “Personal Portfolio”). Once you’re deemed eligible, you must: (i) receive an offer message to participate in this Promotion directly from Stash; (ii)  successfully complete the designated registration process of opening an educator/teacher account with Stash101 (as defined below) that is in good standing (a “Stash101 Account”), as displayed by the interactive instructions shown via the Stash101 platform and/or your offer to participate; AND (iii) successfully add one or more students to your virtual classroom via your Stash101 Account, as displayed by the interactive instructions shown via the Stash101 platform. If you satisfy the conditions stated in the previous sentence, Stash will make a one-time deposit of one-hundred dollars (USD $100.00) into the cash balance of your Personal Portfolio (“Bonus Funds”).

For the avoidance of doubt, in the event you have only completed 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 have not otherwise completed the designated registration process required for opening a Personal Portfolio, you will not be eligible to participate in this Promotion.

You are only eligible to receive one (1) 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 held with Stash (including Stash Retire and Stash Custodial accounts) and/or a Stash Smart Portfolio are not associated with this Promotion.

Your Personal Portfolio and Stash101 Account must each be in good standing in order to participate in this Promotion and receive Bonus Funds. Stash and/or Stash101 reserve the right to determine in their sole discretion whether an account is in good standing. Good standing for purposes of this Promotion is an account for which all required account opening documentation has been completed and verified, all applicable fees owed have been paid, and is not locked, closed, restricted, or otherwise flagged in any way. If your Personal Portfolio or Stash101 Account is not in good standing for any reason at any time, your eligibility to participate in this Promotion and any Bonus Funds will be forfeited.

Other Information

This Promotion is offered solely by Stash, an affiliate of Stash101. Stash101 LLC (“Stash101”) is offered solely for educational and informational purposes and is provided free of charge. All statements, opinions and analyses presented by Stash101 are provided as general information. Educational information is incomplete and does not include all of the information material to make a decision to invest. 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. Stash101 is not an investment adviser and is operated separately and apart from Stash. Stash101 is not a registered broker-dealer or registered investment adviser. Stash101 does not provide any investment advice, nor does it engage in actual trading of securities. 

Stash is an SEC registered investment adviser. You may view Stash’s Wrap Fee Brochure and its Advisory Agreements at https://www.stash.com/disclosurelibrary. Investment advice is only provided to Stash customers for a monthly wrap fee. You also remain responsible for ancillary fees that are not included in the monthly wrap fee. A list of such ancillary fees is included in your Advisory Agreement. Stash is not responsible for any failure on your part to meet standards for qualifying for this Promotion. Certain of Goodwater Capital, LLC’s affiliates hold a minority interest in Stash’s and Stash101’s parent company, Stash Financial, Inc.

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 either 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 were awarded to you in error, or that inaccurate or incomplete information was provided when opening your account, or that any terms of your Advisory Agreement, Terms of Use, or these Promotion Terms have been violated. Promotion only available to U.S residents that are 18 years or older. This Promotion is not valid with any other promotions and is non-transferrable. The value of the Bonus Funds hereunder may be taxable income to you. You are responsible for any federal or state taxes resulting from receipt of the Bonus Funds hereunder and should consult your tax advisor if you have questions about the tax treatment of such 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.

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. Neither Stash101 or Stash assumes any 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. Neither Stash101 or Stash is 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 Stash101 or 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.