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Stash Invest Reopen Account 7-Day Promotion & Waiver

Terms and Conditions

The Promotion

Effective March 3, 2021 (the “Effective Date”), when you meet the eligibility requirements set forth below and complete your first deposit of at least $1 into your Stash Invest Account (as defined 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”).

ELIGIBLITY

To be eligible to participate in this Promotion, you must complete the following steps within seven (7) calendar days from the date that you receive your first offer directly from Stash to participate in this Promotion (the “Offer Period”): (i) open (or reactivate) your individual brokerage account advised by Stash Investments LLC that is in good standing (a “Stash Invest Account”), (ii) link a funding account (e.g. an external bank account) to your Stash Invest Account, AND (iii) initiate a minimum deposit of one dollar ($1.00) from your funding account into your Stash Invest Account. For purposes of this Promotion, a deposit shall be considered complete once the transaction has fully settled. If you satisfy the conditions stated herein within your Offer Period, 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 first offer to participate in this Promotion.

You are only eligible to participate in this Promotion if you received this Promotion directly from Stash. You are only eligible to receive one cash reward and one fee waiver (as further described below) during your Offer Period. For the avoidance of doubt, any deposit of funds from your Stash Banking account to your Stash Invest Account will not be eligible for purposes of this Promotion. Your one-time cash reward must remain in your Stash Invest Account for ninety (90) days beginning from the date the cash reward is deposited into your Stash Invest Account and for the entirety of the 90-day period. In the event you complete multiple deposits through your Stash Invest Account during your Offer Period, you are only eligible to receive one cash reward under this Promotion. The cash reward 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 one-time cash reward and/or fee waiver 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 account 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, the ash reward you receive will be forfeited.

ADDITIONAL ONE-TIME FEE WAIVER:

Further, if you open (or reactivate) your Stash Invest Account within thirty (30) calendar days from the date that you receive your first offer directly from Stash to participate in this Promotion, you will be eligible to claim a one-time fee waiver of your monthly Stash Fee for the remainder of the then-current calendar month, along with the entire calendar month that follows (collectively, your “Fee Waiver Period”). For example, if you receive an offer to participate in this Promotion directly from Stash on March 15, 2021, and then open (or reactivate) your Stash Invest Account on March 20, 2021, then your Fee Waiver Period will be from March 20, 2021 through April 30, 2021. For the avoidance of doubt, if you fail to open (or reactivate) your Stash Invest Account in accordance with this paragraph, you will not be eligible to receive the one-time fee waiver hereunder. 

In order for you to claim your fee waiver for all or a portion of your Fee Waiver Period, however, you must link a funding account (e.g. an external bank account) to your Stash Invest Account. The date that you link your funding account to your Stash Invest Account will be deemed your “Linked Date” for purposes of these Promotion Terms. Your fee waiver hereunder will apply from your Linked Date through the remainder of your Fee Waiver Period. If your Linked Date occurs after the expiration of your Fee Waiver Period, you will forfeit your fee waiver hereunder. In furtherance of the example above, if your Linked Date is March 15, 2021, you will receive a fee waiver for the entirety of your Fee Waiver Period. Alternatively, however, if your Linked Date is April 1, 2021, you will only receive a fee waiver from April 1, 2021 through April 30, 2021, and not your entire Fee Waiver Period. Lastly, if your Linked Date occurs on or after May 1, 2021, you will not receive a fee waiver hereunder.

The fee waiver available pursuant to this Promotion is for your monthly Stash Fee for your Fee Waiver Period only. Accordingly, you will remain responsible for any ancillary fees you owe that are not included in your monthly Stash Fee, whether due on your Stash Invest Account (as defined below), Stash Banking account, Stash Retire account, or Stash Custodial account, as applicable.

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