WeAre8 $8 Giveaway and Fee Waiver Promotion Terms and Conditions
Between December 18, 2019 and March 17, 2020 (the “Promotion Period”), when you open a Stash Invest Account under any Stash platform tier and link your bank to it in accordance with the requirements described below, you will be eligible to receive a one-time deposit of $8 into your Stash Invest Account along with a waiver of $1.00 off your monthly Stash Fee (as defined in your Advisory Agreement) for up to twelve (12) calendar months. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).
The fee waiver available pursuant to this Promotion is a total of $1.00 off your monthly Stash Fee. Accordingly, you will remain responsible for any Stash Fees you owe that exceed $1.00 per month, including any ancillary fees you owe that are not included in your monthly Stash Fee, whether due on your Stash Invest account, Stash Debit account, Stash Retire account, or Stash Custodial account, as applicable.
To be eligible for this Promotion, during the Promotion Period you must (i) open an individual brokerage account with Stash under any Stash platform tier (your “Stash Invest Account”), (ii) link a funding account (e.g., a bank account) to your Stash Invest Account, and (iii) adhere to all required account opening agreements. If you satisfy all of the conditions in the previous sentence, Stash will make a one-time deposit of $8.00 into the cash balance of your Stash Invest Account (the “Bonus Funds”) and will also waive $1.00 off your monthly Stash Fee attributable to your Stash platform tier for the first twelve (12) calendar months following the date you complete the registration process of opening your Stash Invest Account. The Bonus Funds will be deposited into your Stash Invest account within five (5) business days from the date you satisfy the conditions set forth above.
You are only eligible to participate in this Promotion if you receive this Promotion directly from Stash. You are only eligible to receive one Bonus Funds reward during the Promotion Period. The Bonus Funds must remain in your Stash Invest Account for ninety (90) days beginning from the date the Bonus Funds are deposited into your Stash Invest Account and for the entirety of the 90-day period, which shall be determined by Stash in its sole discretion. 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) are not eligible for this Promotion.
Further, your Stash Invest Account must be in good standing during the Promotion Period to receive the Bonus Funds and the fee waiver under this Promotion. 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 opening documentation has been completed and verified, and is not locked, or restricted, or otherwise flagged in any way. If your Stash Invest Account is closed or not in good standing for any reason at any time, any fee waiver you receive will be forfeited. Stash reserves the right to determine in its sole discretion whether an account is closed and/or in good standing.
Stash Investments LLC pays pre-determined compensation to affiliate marketers or other strategic partners who drive users to a Stash web property. Accordingly, you may have been redirected to a landing page or these Promotion Terms by such an incentivized third-party who would not have otherwise redirected you there. By continuing with the account opening process, you are acknowledging receipt of this disclosure. Stash and the referring party who directed you to this web property have entered into a written agreement whereby the referring party will use its best efforts to solicit and refer individuals as clients (“Prospective Clients”) to Stash in exchange for cash compensation to be paid by Stash. Such referring party is an independent contractor, and is not an affiliate, agent, representative, partner or employee of Stash nor does the referring party have authority to accept a client agreement on behalf of Stash, to collect or receive payment in its own name for any of Stash’s services, or to provide investment advice on behalf of Stash. The referring party’s referral does not constitute a statement of the referring party’s experience with, or endorsement of, Stash. Stash will pay the referring party for referral services provided by the referring party $4 for each Prospective Client who opens a Stash Invest Account and links a funding account (e.g. a bank account) to their Stash Invest Account in accordance with these Promotion Terms. Stash will not charge you any additional fees as a result of its agreement with the referring party. The amount of fees that Stash will charge you for investment advisory services is the same as what it would customarily charge any new customer who was not referred by a referring party.
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. As noted above, the fee waiver available pursuant to this Promotion is a total of $1.00 off your monthly Stash Fee. Accordingly, you will remain responsible for any Stash Fees you owe that exceed $1.00 per month, including any ancillary fees you owe that are not included in your monthly Stash Fee, whether due on your Stash Invest account, Stash Debit account, Stash Retire account, or Stash Custodial account, as applicable. A list of such ancillary fees is included in our Advisory Agreement. The Bonus Funds and fee waiver available pursuant to this Promotion shall apply in the event that you elect to upgrade and/or downgrade your monthly Stash Fee at any time during the Promotion Period.