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Stash Invest Account Deposit Funds Promotion

Terms and Conditions

The Promotion

Effective May 15, 2020 (the “Effective Date”), when you open a Stash Invest Account (as defined below) and complete your first deposit of funds into it in accordance with the eligibility requirements set forth below, we will make a one-time deposit of funds into the cash balance of your Stash Invest Account. 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 complete the following steps on or after the Effective Date: (i) receive an offer to participate in this Promotion directly from Stash, (ii) successfully open an individual brokerage account advised by Stash Investments LLC (a “Stash Invest Account”) in good standing (as defined below), (iii) link a funding account (e.g. an external bank account) to your Stash Invest Account, AND (iv) initiate and complete a minimum deposit of one dollar ($1.00) into your Stash Invest Account. For purposes of this Promotion, a deposit of funds shall be considered complete once the transaction has fully settled. If you satisfy the conditions stated herein, Stash will make a one-time deposit of funds into the cash balance of your Stash Invest Account in an amount equal to the amount specified in your offer to participate in this Promotion (“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, even in the event you complete multiple deposits of funds from your funding account into your Stash Invest Account. Bonus Funds must remain in your Stash Invest Account for ninety (90) 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. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) are not eligible for this Promotion.

Your Stash Invest Account must remain in good standing in order to receive the Bonus Funds under this Promotion. Stash reserves the right to determine in our 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 Bonus Funds will be forfeited.

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 and/or these Promotion Terms at any time. Stash may withhold or recover any Bonus Funds if Stash determines that such 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 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 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.