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Stash Invest Direct Deposit Fee Waiver Promotion Terms and Conditions

 

This Promotion is available to new Stash customers who open both a Stash Invest account and a Stash Debit account on or after May 1, 2019. Stash customers who had a Stash Invest account prior to May 1, 2019 are not eligible to participate in the Promotion, but may be eligible for other similar promotions.

 

The Promotion

 

This Promotion will enable you to get a total of $1.00 waived off the Stash Fee (as defined in your Advisory Agreement) for your Stash Invest account based on direct deposits posted to your Stash Debit account during the Promotional Period (as defined below). As further described below, you will be eligible for this Promotion when you have one or more recurring direct deposits of at least $1,000 in aggregate post to your Stash debit account in a calendar month. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

 

The “Promotional Period” will begin May 1, 2019 and end July 31. Accordingly, you must satisfy the direct deposit eligibility requirements described below during one or more of the calendar months of May, June, or July in order to qualify for the $1.00 waiver in June, July, or August, respectively.  Accordingly, any direct deposit must post to your Stash debit account during the time period beginning 12:01 AM (ET) on May 1, 2019 and ending on 11:59 PM (ET) on July 31, 2019, to be included for purposes of determining your eligibility for this Promotion as described further below.

 

The fee waiver available pursuant to this Promotion is a total of $1.00 per month. Accordingly, you remain responsible for any Stash Fees you owe that exceed $1.00, whether due on the Stash Invest account, a Stash Retire account, or a Stash Custodial account.  You also remain responsible for ancillary fees that are not included in the monthly Stash Fee.

 

Eligibility

 

To be eligible for this Promotion, you must have opened both a Stash Invest account and a Stash debit account on or after May 1, 2019. Both accounts must be in good standing (as further described below), and you must have one or more recurring direct deposits from your paycheck(s) posted to your Stash debit account totaling at least $1,000 for the respective calendar month. For each calendar month that your posted direct deposits equal at least $1,000 in the aggregate, we’ll waive $1.00 off the Stash Fee for your Stash Invest account for the following calendar month.

 

For example, if you receive a paycheck twice per calendar month and set up direct deposit so that at least $500 from each paycheck is posted to your Stash debit account in May, we’ll waive $1.00 off the Stash Fee for your Stash Invest account in June.

 

Your Stash debit account at Green Dot Bank, member FDIC, and your Stash Invest taxable brokerage account advised by Stash Investments LLC each must be in good standing in order to receive the fee waiver. 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 fee waiver you receive will be forfeited. There is no requirement to maintain a minimum balance in your Stash debit account.

 

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.  As noted above, the fee waiver is a total of $1.00 per month and you remain responsible for any Stash Fees you owe that exceed $1.00, whether due on the Stash Invest account or a Stash Retire account and/or Stash Custodial account.   You also remain responsible for ancillary fees that are not included in the monthly Stash Fee. A list of such ancillary fees is included in our Advisory Agreement.  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. Stash is not responsible for any failure on your part to meet standards for qualifying for this Promotion.  Stash may withhold or recover any fees waived if Stash determines that such fee waiver was 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, Terms of Use, or these Promotion Terms have been violated. Stash reserves the right to amend or cancel this Promotion and/or these Promotion Terms at any time.  Promotion available to U.S residents only. This Promotion is non-transferrable.

 

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.  Green Dot is a registered trademark of Green Dot Corporation. © 2019 Green Dot Bank. All rights reserved. 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.

 

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