LendKey Technologies, Inc. Bonus Offer Terms & Conditions

Bonus Offer and Eligibility: $100 for an eligible transaction that has been completed with LendKey Technologies, Inc. (“Partner”) which consists of obtaining a funded student loan consolidation through Partner’s website (an “Eligible Transaction”).

To participate in this promotion, you must have a personal taxable brokerage account that is advised by Stash Investments LLC open prior to completing the application process for the Eligible Transaction and such account must remain open as of the date the bonus funds are to be deposited in the account (“Qualifying Account”).

Promotion Period: You must successfully complete the Eligible Transaction between midnight (Pacific Standard Time) on May 18th, 2018 and midnight (Pacific Standard Time) on May 18th, 2019. Stash may, from time to time at its sole discretion, end, shorten, or otherwise modify such time period by posting changes at its website or within the Stash application or by posting on the Partner’s website.

Posting:Contributions to your Stash account will typically be posted within 45 days after the completion of an Eligible Transaction(s).

Eligible Transaction:Bonus funds deposited into your Stash Invest account will only be made in connection with transactions with the Partner that are consummated by clicking the Partner link designated by Stash within its mobile application or website or any other customer communications sent by Stash and/or its affiliates, in each case that directs a customer to the Partner website.

Eligibility to participate in certain promotions may require the allowance of cookies on the applicable mobile or desktop device, and may also require other device settings as determined by Stash from time to time. Stash is not responsible for incorrect entry or other failure on your part to meet standards for qualifying for the bonus. This promotion is not valid with any other offers and is non-transferrable. You are only eligible for one (1) bonus offer with respect to this promotion. Offer available to U.S. Residents only and is not available in ME, NV, RI, WV, and ND. Stash reserves the right to terminate this offer at any time and to refuse or recover any promotion award if Stash determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of Stash’s Advisory Agreement have been violated. These terms are valid only for Qualifying Accounts (as defined above). Tax-advantaged accounts (including Roth IRAs and Traditional IRAs) provided through Stash Retire are not Qualifying Accounts. Stash Investments LLC is an SEC registered investment adviser. You may view Stash’s Wrap Fee Brochure and client agreements at www.stashinvest.com/legal.

Stash is not a party to and makes no warranties regarding any purchase from or transaction with the Partner, and as such shall not be liable in connection with any dispute, faulty or defective products or services or other issues that may arise in connection with any such purchase or transaction. While it is intended that contributions to your Stash account be completed within 45 days from the last date on which any item included within an Eligible Transaction is able to be returned to the Partner in accordance with the Partner’s standard return policy (if any), delays may occur and neither Stash nor the Partner will be liable in connection with any such delay.

Stash may receive compensation from business partners, including LendKey Technologies, Inc., in connection with certain promotions in which Stash refers clients to such partners for the purchase of non-investment consumer products or services. This type of marketing partnership gives Stash an incentive to refer clients to business partners instead of to businesses that are not partners of Stash. This conflict of interest affects the ability of Stash to provide clients with unbiased, objective promotions concerning the products and services of its business partners. This could mean that the products and/or services of other businesses, that do not compensate Stash, may be more appropriate for a client than the products and/or services of Stash’s business partners. Clients are, however, not required to purchase the products and services Stash promotes.