Stash & YearUp Miami Promotion Terms & Conditions
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, we will make one or more deposits of funds into the cash balance of your Personal Portfolio in accordance with the eligibility requirements set forth below. This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).
To be eligible to participate in this Promotion and receive your first deposit of Bonus Funds (as defined below), you must complete the following steps between February 16, 2022 and March 16, 2022 (the “Promotion Period”): (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 Investments LLC 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 fail to complete all of the steps outlined in the previous sentence during the Promotion Period, you will not be eligible to participate in this Promotion and earn any Bonus Funds.
Starting on the exact date that you satisfy all of the conditions in the previous paragraph (which shall be deemed your “Eligibility Date”): (a) Stash will make a one-time deposit of one hundred and three dollars ($103.00) into the cash balance of your Personal Portfolio, (b) starting on the fifteenth (15th) day of the calendar month following your Eligibility Date (for up to a maximum of 9 consecutive calendar months thereafter) if your Personal Portfolio and Stash subscription plan continues to remain in good standing, then Stash will make a one-time deposit of one hundred and three dollars ($103.00) per month into the cash balance of your Personal Portfolio, and (c) starting on the fifteenth (15th) day of the tenth (10th) calendar month following your Eligibility Date (for up to a maximum of 2 consecutive calendar months thereafter) if your Personal Portfolio and Stash subscription plan continues to remain in good standing, then Stash will make a one-time deposit of three dollars ($3.00) per month into the cash balance of your Personal Portfolio. Any cash deposit you earn in accordance with the previous sentence shall be deemed “Bonus Funds” for purposes of these Promotion Terms.
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, you will not be eligible to receive any Bonus Funds under this Promotion. Further, you will not be eligible to participate in this Promotion if your payment method fails or is otherwise deemed invalid.
You are only eligible to receive one (1) reward of Bonus Funds during any calendar month described above. On the 12-month anniversary of your Eligibility Date, you will no longer be eligible to receive any Bonus Funds. 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, or your Bonus Funds will be forfeited. 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.
By offering this Promotion, Stash is not implying any affiliation with or endorsement of YearUp. Goodwater Collective is a program within Goodwater Capital, LLC (“Goodwater”). Certain of Goodwater’s affiliates hold a minority interest in Stash Investments LLC’s parent company, Stash Financial, Inc.
Investing Involves Risk. Information shown is strictly for illustrative and educational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation for any security in any jurisdiction where such an offer, solicitation or recommendation would be unlawful or unauthorized. Any preliminary information provided to prospective clients prior to Stash Investments LLC (“Stash”) accepting a signed Advisory Agreement does not constitute investment advice and should not be relied on as such. Investment products, Bonus Funds, and services are offered by Stash, not Green Dot Bank, and are Not FDIC Insured, Not Bank Guaranteed and May Lose Value.
These Promotion Terms are for informational purposes only, and you should not construe any such information or related materials, or the Bonus Funds or this Promotion itself, as legal, tax, investment, financial, or other advice. All content associated with this Promotion is information of a general nature and does not address the circumstances of any particular individual or entity. 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. In exchange for participating in this Promotion, you agree not to hold Stash, or any third party service provider liable for any possible claim for damages arising from any decision you make based on information made available to you through this Promotion.
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. Monthly platform tier service subscription fees start at $1.00. You will remain responsible for any ancillary fees you owe that are not included in your monthly Stash Fee, whether due on your Personal Portfolio, Stash Banking account, Stash Retire account, Stash Smart Portfolio, or Stash Custodial account, as applicable. A list of such ancillary fees is included in our Advisory Agreement. You will bear the standard fees and expenses reflected in the pricing of any exchange-traded funds (ETFs). Some fees apply to the bank account, please see the Green Dot Deposit Account Agreement for more information.
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.