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Stash Debit 5 for $5 Promotion Terms and Conditions

The Promotion

When you make five (5) qualifying purchases (as further described below) with your Stash Debit card between April 24, 2019 and June 5, 2019 (the “Promotion Period”), we will make a one-time deposit of $5 into the cash balance of your Stash Invest account. This Promotion is subject to the terms and conditions specified herein (the “Promotion Terms”).

Eligibility

To be eligible for this Promotion, you must have a Stash Invest account and a Stash Debit account, both of which must be in good standing (as further described below). When you make five (5) qualifying purchases with your Stash Debit card during the Promotion Period, we will make a one-time deposit into the cash balance of your Stash Invest account of $5 (“Bonus Funds”). Bonus Funds will be deposited into your Stash Invest account within 2-4 business days of making five (5) qualifying purchases with your Stash Debit card. The Bonus Funds deposited by Stash is a fixed cash value and is not stock or any other security, nor a recommendation to buy any specific stock or other security. A Stash Invest account is an individual brokerage account advised by Stash Investments LLC. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) are not eligible for this Promotion.

Your Stash Invest taxable brokerage account advised by Stash Investments LLC and your Stash Debit account at Green Dot Bank, Member FDIC, each must be in good standing in order to participate in this Promotion. We and/or Green Dot Bank reserve the right to determine in our and/or 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 opening documentation has been completed and verified, and is not locked, or restricted, or otherwise flagged in any way. If either account is closed or not in good standing for any reason at any time, any Bonus Funds that you receive will be forfeited.

Qualifying Purchases

For the purpose of these Promotion Terms, qualifying purchases are point-of-sale purchases and online purchases of a minimum of $5.00 made with your virtual or permanent Stash Debit card issued by Green Dot Bank that have posted to your Stash Debit account.

The following transactions are not qualifying purchases: (1) transactions conducted at an ATM, cash teller withdrawals, and cash withdrawals at point-of-sale, and (2) the purchase of money orders or other cash-equivalents (cash-equivalents include, but are not limited to: third-party gift cards or gift certificates, prepaid open loop cards, coupons, currency, virtual currency, coins, paper money, negotiable items not yet deposited, U.S. treasury bills and commercial paper), and (3) transactions conducted through peer-to-peer (“P2P”) payment services and third-party payment accounts (including but not limited to services such as Venmo®, Square, Inc.’s CashApp® and PayPal® and other similar services) where the funding source is a Stash Debit account or the Stash Debit card. In addition, transactions deemed by Stash and/or Green Dot Bank, in its and/or their sole or joint discretion, to have been manufactured spend will not be deemed qualifying purchases. Stash Debit card purchases that have been authorized but that do not post to your Stash Debit account are not qualifying purchases.

We reserve the right to determine in our sole discretion whether a particular transaction is a qualifying purchase. We also reserve the right to reverse the credit of any Bonus Funds in the event the qualifying purchase giving rise to the reward is the subject of a return, credit, chargeback or similar rescinded transaction. You will not earn any Bonus Funds if you do not make five (5) qualifying purchases.

Other Information

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. You remain responsible for ancillary fees that are not included in the monthly Wrap Fee. 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 reserves the right to amend or cancel this Promotion at any time. Stash may withhold or recover any Bonus Funds if Stash determines that such funds were obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided when opening your account, or that any terms of our Advisory Agreement 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 may be taxable income to you. You are responsible for any federal or state taxes resulting from receipt of Bonus Funds and should consult your tax advisor if you have questions about the tax treatment of Bonus Funds.

Debit Account Services are provided by Green Dot Bank and Stash Visa Debit Card issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A. Visa is a registered trademark of Visa International Service Association. Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank. All of the registered trade names are used by, and refer to a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage. 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. Green Dot is a registered trademark of Green Dot Corporation. © 2019 Green Dot Bank. All rights reserved.