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Stash Personal Portfolio Customer Journey

Promotion Terms and Conditions

The Promotion

Effective May 20, 2021, when you complete the designated registration process of opening a Personal Portfolio (as defined below) and complete all of the remaining eligibility requirements set forth below, we will make a one-time deposit of funds into the cash balance of your Personal Portfolio in accordance with these Promotion Terms. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

Eligibility

To be eligible for this Promotion, you must complete the following steps within two (2) days after you receive your first offer message directly from Stash for this Promotion (your “Deposit Offer Period”): (i) successfully complete the designated registration process of opening an individual taxable brokerage account advised by Stash Investments LLC that is in good standing (a “Personal Portfolio”), as displayed by the interactive instructions shown via the Stash platform and/or your offer to participate; (ii) link a funding account (e.g. an external bank account) to your Personal Portfolio; AND (iii) initiate and complete a minimum deposit of at least five dollars ($5.00) into your Personal Portfolio. For purposes of this Promotion, a deposit of funds shall be considered complete once the transaction has fully settled in your Personal Portfolio. If you satisfy the conditions stated in this paragraph during your Deposit Offer Period, you will automatically be eligible to receive your second offer message directly from Stash for this Promotion, as described in the next paragraph. 

Once you’ve successfully completed the requirements during your Deposit Offer Period, you will automatically be eligible to receive a second offer message directly from Stash for this Promotion, and you must complete the following step within two (2) days after you receive your second offer message (your “Investment Offer Period”): initiate and complete your first investment in your Personal Portfolio from any of the publicly-available securities offered on the Stash platform in an amount equal to at least five dollars ($5.00). For purposes of this Promotion, an investment purchase shall be considered complete once the transaction has fully settled in your Personal Portfolio. If you satisfy the conditions stated in this paragraph during your Investment Offer Period (which for the avoidance of doubt also includes you satisfying the conditions stated above during your Deposit Offer Period), you will automatically be eligible to receive your third offer message directly from Stash for this Promotion, as described in the next paragraph.

Lastly, once you’ve successfully completed the requirements during your Investment Offer Period, you will automatically be eligible to receive a third offer message directly from Stash for this Promotion, and you must complete the following step within two (2) days after you receive your third offer message (your “Set Schedule Offer Period”): initiate and complete a transfer of funds in any dollar amount from your funding account into your Personal Portfolio through the Set Schedule feature available on the Stash platform. For purposes of this Promotion, a transfer of funds shall be considered complete once the transaction has fully settled in your Personal Portfolio. If you satisfy the conditions stated herein during your Set Schedule Offer Period (which for the avoidance of doubt also includes you satisfying the conditions stated above in each of your Deposit Offer Period and your Investment Offer Period), Stash will make a one-time deposit of funds into the cash balance of your Personal Portfolio in an amount equal to the amount specified in your offers to participate in this Promotion (the “Bonus Funds”).

For the avoidance of doubt, in the event you only complete 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 do not otherwise complete the designated registration process required for opening a Personal Portfolio in accordance with the above during your Deposit Offer Period, you will not be eligible to receive the Bonus Funds hereunder.

You are only eligible to participate in this Promotion if you received one or more of the offers described above directly from Stash. You are only eligible to receive one reward of Bonus Funds hereunder upon completion of all eligibility steps outlined above, even in the event you complete the respective eligibility steps more than once. Bonus Funds must remain in your Personal Portfolio for ninety (90) days beginning from the date such Bonus Funds are deposited into your Personal Portfolio and for the entirety of the 90-day period. 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) and a Stash Smart Portfolio are not eligible for this Promotion.

Your Personal Portfolio must remain in good standing in order to receive any 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 Personal Portfolio is closed or not in good standing for any reason at any time, any 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.stash.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 your 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 your 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.

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. Stash assumes no 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. Stash is not 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 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.