Referral Bounty Promotion Terms and Conditions

      THE PROMOTION: We are offering a $500 bonus (“Bonus Funds”) for up to 20 people when you refer five (5) friends to Stash. Your friends must sign up between 12:00pm Sep. 25, 2019 and 11:59pm Oct. 1, 2019 (the “Promotion Period”). This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

      ELIGIBILITY: To participate in this Promotion you must refer five (5) friends to Stash and each of them must sign up for a Stash Invest account during the Promotion Period. Your friends must also adhere to all required account opening agreements and maintain their account in good standing. To be eligible for the Bonus Funds, your friends must use your personal referral code when they sign up. The Bonus Funds are on top of the $5 per referral that you normally earn and is also subject to the terms and conditions of the Stash It Forward program. The Bonus Funds will be paid out by Oct. 7th, 2019. This Promotion will be capped to the first twenty (20) people to successfully get 5 friends to sign up for a Stash Invest account, for a total bonus pool of $10,000. Any Bonus Funds deposited by Stash is a fixed cash value and is not stock or any other security, nor a recommendation to buy any specific stock or other security. 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.

      OTHER INFORMATION: Stash Investments LLC is a SEC registered investment adviser. You may view our Wrap Fee Brochure and our Advisory Agreements at 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 at any time. Stash may withhold or recover any Bonus Funds paid if Stash determines that such funds 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 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 may be taxable income to you. You are responsible for any federal or state taxes resulting from receipt of Bonus Funds and should consult your tax advisor if you have questions about the tax treatment of bonus funds.