Stash celebrates Asian American and Pacific Islander Heritage Month.

Stash+ Upgrade eBook Promotion 

Terms and Conditions

The Promotion

Between 12:00 PM (ET) September 17, 2020 and 11:59 PM (ET) September 24, 2020 (the “Promotion Period”), when you upgrade your Stash Fee (as defined in your Advisory Agreement) from either the Stash Growth or Stash Beginner platform tier service to the Stash+ platform tier service in accordance with the requirements described below, you will be eligible to receive a free copy of Stash’s electronic book “Change Your Financial Future: The Stash Way”. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

Eligibility

To be eligible for this Promotion, you must (i) receive an offer directly from Stash to participate in this Promotion; (ii) elect to upgrade your Stash Fee from the fee attributable to either the Stash Growth or Stash Beginner platform tier service to the fee attributable to the Stash+ platform tier service during the Promotion Period, (iii) have a Stash Invest account (as defined below) that is in good standing, (iv) have linked a funding account (e.g., an external bank account) to your Stash Invest account before the end of the Promotion Period, and (v) have neither upgraded nor downgraded your Stash Fee attributable to your Stash platform tier service at any time between August 18, 2020 and September 16, 2020. 

If you satisfy all of the conditions in the previous paragraph, Stash will give you a free copy of Stash’s electronic book “Change Your Financial Future: The Stash Way”. You will receive your copy of Stash’s electronic book within five (5) days following the end of the Promotion Period. You are only eligible to participate in this Promotion if you received an invitation directly from Stash. Further, your Stash Invest account must be in good standing to receive your free copy of Stash’s electronic book. If your Stash Invest account is closed or not in good standing for any reason at any time, you must forfeit your free copy of Stash’s electronic book. 

A “Stash Invest account” is an individual brokerage account advised by Stash Investments LLC. 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. Stash reserves the right to determine in its sole discretion whether an account is closed and/or in good standing. 

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 may withhold or recover any reward hereunder if Stash determines that such reward was obtained under wrongful or fraudulent circumstances, or was awarded to you in error, or that you received an invitation to participate in this Promotion 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. 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 not valid with any other promotions and is non-transferrable.

Debit Account Services provided by Green Dot Bank and Stash Visa Debit card issued by Green Dot Bank, Member FDIC. 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.