The Promotion


When you complete the designated registration process of opening a Personal Portfolio (as defined below) and maintain your Personal Portfolio and Stash subscription plan in good standing in accordance with the eligibility requirements set forth below, 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”).




To be eligible to participate in this Promotion and receive the Bonus Funds (as defined below), you must complete the following steps: receive an offer message to participate in this Promotion directly from Stash (as defined below) and complete the following steps: (i) receive an invitation to participate in this Promotion directly from Stash, (ii) successfully complete the designated registration process of opening an individual taxable brokerage account advised by Stash that is in good standing (a “Personal Portfolio”), as displayed by the interactive instructions shown via the Stash platform and/or your offer to participate; AND (iii) select any Stash platform tier service subscription plan and agree to pay your Stash Fee by providing a valid credit or debit card payment method through the Stash Platform. If you satisfy the conditions stated in the previous sentence, Stash will make a one-time deposit of one-hundred and thirty six dollars (USD $136.00) into the cash balance of your Personal Portfolio (“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 on or after the Effective Date, you will not be eligible to receive the Bonus Funds under this Promotion.


You are only eligible to receive one (1) reward of Bonus Funds hereunder. 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 and Stash subscription plan must be and remain in good standing in order to participate in this Promotion and receive Bonus Funds. Stash reserves the right to determine in its sole discretion whether an account or subscription plan is in good standing. Good standing for purposes of this Promotion is an account or subscription plan for which all required account opening documentation has been completed and verified, all fees owed have been paid, and is not locked, closed, restricted, or otherwise flagged in any way. If your Personal Portfolio or subscription plan is not in good standing for any reason at any time, your eligibility to participate in this Promotion and any Bonus Funds will be forfeited.


Other Information


Stash Investments LLC (“Stash”) is an SEC registered investment adviser. This Promotion is not sponsored or endorsed by Stash101 LLC (“Stash101”). Stash101 is offered solely for educational and informational purposes and is provided free of charge. All statements, opinions and analyses presented by Stash101 are provided as general information. Educational information is incomplete and does not include all of the information material to make a decision to invest. Nothing in this Promotion constitutes investment advice, nor does any information in this Promotion constitute a comprehensive and complete statement of the matters discussed or the law relating thereto. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information displayed through this Promotion before making any decisions based on such information. Stash101 is not an investment adviser and is separate and apart from Stash. Stash101 is not a registered broker-dealer or registered investment adviser. Stash101 does not provide any investment advice, nor does it engage in actual trading of securities. Certain of Goodwater Capital, LLC’s affiliates hold a minority interest in Stash’s parent company, Stash Financial, Inc.  


You may view Stash’s Wrap Fee Brochure and its Advisory Agreements at Investment advice is only provided to Stash customers for a monthly wrap fee. You also 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 Bonus 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 only available to U.S residents that are 18 years or older. 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.