Stash Set Schedule Promotion

Terms and Conditions

THE PROMOTION

Effective July 5, 2021 (the “Effective Date”), when you meet the eligibility requirements set forth below and complete your first transfer of funds into your Personal Portfolio (as defined below) through the Set Schedule feature available on the Stash platform in accordance with these Promotion Terms, we will make a one-time deposit of funds into the cash balance of your Personal Portfolio. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

ELIGIBILITY:

To be eligible for this Promotion, you must receive an offer message directly from Stash to participate in this Promotion and complete the following steps during the time period specified in your offer message (your “Offer Period): (i) complete (or already have completed) the designated registration process of opening an individual taxable brokerage account advised by Stash Investments LLC that is in good standing (your “Personal Portfolio”), (ii) link (or already have linked) a funding source (e.g. an external bank account) to your Personal Portfolio, AND (iii) initiate and complete a transfer of funds in an amount equal to or greater than one dollar ($5.00) from your funding source 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 within your 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 offer 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 Offer Period, you will not be eligible to receive the Bonus Funds under 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 (1) reward of Bonus Funds during your Offer Period. In the event you complete multiple transfers of funds from your funding source into your Personal Portfolio through the Set Schedule feature available on the Stash platform during your Offer Period, you are only eligible to receive one (1) reward of Bonus Funds under this Promotion. If you transfer funds during your Offer Period from your funding source into your Personal Portfolio through any other means available on the Stash platform other than through the Set Schedule feature as described above, you will not receive Bonus Funds. 

Your Bonus Funds must remain in your Personal Portfolio for ninety (90) days beginning from the date the Bonus Funds are deposited into your Personal Portfolio 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) and a Stash Smart Portfolio are not eligible for this Promotion.

Your Personal Portfolio must remain in good standing in order to receive 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 account 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 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.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.