Stock-Back™ Preview Terms & Conditions

 

Effective as of April 8, 2019

 

The Promotion

 

This Promotion will enable you to earn up to five cents ($0.05) of fractional shares of stock of certain publicly-traded companies and/or exchange-traded funds (together, “Stock” for purposes of these terms and conditions). This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

 

Eligibility

 

To be eligible for this Promotion, you must have a Stash Invest account in good standing (as further described below).  Subject to these Promotion Terms, we will offer you the opportunity to earn up to five cents ($0.05) of Stock. The particular Stock you will be offered to earn will be determined by us at our sole discretion.  You may accept or decline the offer to earn the Stock. By accepting the offer to earn the Stock, you are making a decision to invest in the Stock that may be rewarded to you under this Promotion and agree that it is your responsibility to review and carefully consider the Stock(s), including the information available to you through the Stash applications and website (collectively, the “Stash Platform”) about each of the Stock(s), that may be rewarded under this Promotion before choosing to participate in the Promotion.  Neither the Promotion itself, nor the Stocks available to be earned through it, is a recommendation to buy any such specific Stock. The value of any Stock you receive will fluctuate over time due to a variety of factors. Please refer to the Stash Platform (www.stashinvest.com/investments) for a list of all investments that are available for purchase at any time.  Stash reserves the right to change the list of Stocks available on the Platform at any time and from time to time in its sole discretion.  Stock rewards are not FDIC insured, not bank guaranteed and may lose value. Investment products and services are not provided by Green Dot Bank. Investment products and services are provided by Stash Investments LLC.

 

Crediting of Stock Rewards to Your Stash Account:  By accepting the Stock reward, you are agreeing to initiate a “buy” order for Stock in the amount of the reward you have received.  To deliver the Stock reward to your taxable brokerage account, Stash will deposit into such account the monetary amount of your reward and automatically initiate a “buy” order for Stock in the amount of the reward you have received.  By accepting the offer to earn the Stock, you are directing Stash Investments LLC to direct, and Stash Capital LLC to execute, orders to buy the specific security offered to you. Any Stock rewarded may take up to four (4) business days to be reflected in your taxable brokerage account.  For the avoidance of doubt, you have the ability to decline the offer to earn the Stock, and the ability to sell any Stock earned under Promotion after you receive it in your taxable account.

 

Your Stash Invest taxable brokerage account advised by Stash Investments LLC must be in good standing in order to receive Stock rewards. We reserve 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 account is closed or not in good standing for any reason at any time, any Stock rewards 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.  A Stash Invest account is an individual brokerage account advised by Stash Investments LLC. Tax-advantaged accounts (including Stash Retire and Stash Custodial accounts) are not eligible for this Promotion.  Stash is not responsible for any failure on your part to meet standards for qualifying for this Promotion. Stash may withhold or recover any S tock rewards earned if Stash determines that such rewards were obtained under wrongful or fraudulent circumstances, 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 non-transferrable.

 

Debit Account Services are provided by Green Dot Bank and Stash Visa Debit Card issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A. Visa is a registered trademark of Visa International Service Association.  Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank. All of the registered trade names are used by, and refer to a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage.  Green Dot is a registered trademark of Green Dot Corporation. © 2019 Green Dot Bank. All rights reserved. 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. Any product and company names are trademarksTM or registered® trademarks of their respective holders.  Use of them does not imply any affiliation with or endorsement by them.