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Stash Set Schedule 30-Day Promotion

Terms and Conditions

THE PROMOTION

Effective March 11, 2021 (the “Effective Date”), when you meet the eligibility requirements set forth below and complete your first transfer of funds into your Stash Invest Account (as defined below) through the Set Schedule feature available on the Stash platform, 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 for this Promotion, you must complete the following steps within five (5) calendar days from the date that you receive an offer directly from Stash to participate in this Promotion (your “Offer Period): (i) open (or already have) an individual brokerage account advised by Stash Investments LLC (your “Stash Invest Account”) that is in good standing (as defined below), (ii) link (or already have linked) a funding account (e.g. an external bank account) to your Stash Invest Account, AND (iii) initiate and complete a transfer of funds from your funding account into your Stash Invest Account 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. 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 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 during your Offer Period. In the event you complete multiple transfers of funds from your funding account into your Stash Invest Account through the Set Schedule feature available on the Stash platform during your Offer Period, you are only eligible to receive one cash reward under this Promotion based on the amount specified in your offer to participate in this Promotion. If you transfer funds during your Offer Period from your funding account into your Stash Invest Account through any other means available on the Stash platform other than through the Set Schedule feature as described above, you will not receive a cash reward under this Promotion. For the avoidance of doubt, deposits made from your Stash Banking account (if applicable) into your Stash Invest Account during your Offer Period are not 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. 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 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, the cash reward you receive 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. 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. The cash reward available pursuant to this Promotion shall apply to any Stash platform tier subscription, and in the event you elect to upgrade and/or downgrade your Stash platform tier subscription during the Promotion Period. Stash may withhold or recover any cash reward 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 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.