Bonus Offers Terms & Conditions
The purpose of this disclosure is to inform you that Stash Investments LLC (“Stash”), pays pre-determined compensation, which may be in the form of CPM, CPC, or CPA arrangements (respectively, impressions, clicks, or actions), to affiliate marketers and/or other strategic partners who drive users to a Stash web property. Accordingly, you may have been redirected to this landing page by such an incentivized third-party who would not have otherwise redirected you here. By continuing with the account opening process, you are acknowledging receipt of this disclosure. These terms are valid only for new individual accounts with Stash. 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 commissions to be paid by Stash. Solicitor 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 up to $30 for each Prospective Client who opens, links a bank to, and/or deposits funds into a Qualifying New Account. A “Qualifying New Account” is a new individual Stash account applied for by a Prospective Client that has not previously applied for a Stash account. 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 may also deposit bonus funds into each Prospective Client’s Qualifying New Account after such account is opened. To avoid forfeiture of bonus funds, you must (1) fund your Stash account by completing the account opening process and linking a funded account to your Stash account (2) You must deposit $5.00 USD into your Stash Account within 30 days. If the above conditions are not met, Stash reserves the right to withdraw bonus funds from your Stash account. Bonus funds must remain in your Stash account for 90 days beginning from the first day you complete an incoming transfer into your Stash account from your linked bank account or beginning from the date the bonus funds are deposited into your Stash account, whichever is later, and bonus funds must remain in your Stash account for the entirety of the 90-day period. 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. Offer available to U.S. Residents only. 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. Employer-sponsored accounts provided through Stash For Business are not Qualifying New 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.