Stash It Forward Program
Solicitation Disclosure Statement

This promotion is valid only for new Stash invest individual taxable brokerage accounts advised by Stash Investments LLC ("Stash") and/or new individual Stash debit accounts provided by Green Dot Bank, Member FDIC. The referring friend who sent you this invitation is a Stash client and has done so through the Stash it Forward program (the "Program"). This invitation does not constitute a statement of your friend's experience with, or endorsement of, Stash.

Eligibility

To participate in this promotion you must complete the account opening process for a Qualifying New Invest Account and/or Qualifying New Debit Account, as applicable to you, and your Qualifying New Invest Account and/or Qualifying New Debit Account must remain in good standing (as defined below).

To constitute a "Qualifying Stash Invest Account" hereunder, you must (i) complete the process of opening a new individual taxable brokerage account advised by Stash (a "Stash Invest Account") by using the special designated referral link from your invitation received from your referring friend, (ii) link a funding account (e.g. a bank account) to your Stash Invest Account, and (iii) initiate a minimum deposit of five dollars ($5.00) into your Stash Invest Account.

To constitute a "Qualifying New Debit Account" hereunder, you must (i) complete the process of opening a Stash debit account provided by Green Dot Bank, Member FDIC (a "Stash Debit account"), by using the special designated referral link from your invitation received from your referring friend, (ii) link a funding account (e.g. a bank account) to your Stash Debit account, and (iii) initiate a minimum deposit of five dollars ($5.00) into your Stash Debit account.

Cash Bonuses

Subject to these Program Terms, after your referee friend opens either a Qualifying New Invest Account or a Qualifying New Debit Account, whichever occurs first, Stash will pay cash bonuses as follows:

  1. Stash will deposit between $5 and $50 of bonus funds into your Qualifying New Invest Account, and
  2. Stash will deposit between $5 and $50 of bonus funds into your referring friend's Stash Invest Account
The actual amount of cash bonuses that Stash will pay will vary within the thresholds noted above and will be specified in an offer message to you and your referring friend from Stash.

For the avoidance of doubt, in the event you open up both a Qualifying New Invest Account and a Qualifying New Debit Account in accordance with these Program Terms, Stash will only deposit one cash reward of up to $50 into your Qualifying New Invest Account, and only one cash reward of up to $50 into your referring friend's Stash Invest Account.

Your referring friend may also be eligible to receive up to $50 in bonus funds for every additional "Qualifying New Invest Account" and/or "Qualifying New Debit Account" they refer in accordance with the terms of the Program, up to a total of $500 per calendar year.

Cash bonuses received hereunder must remain in your Qualifying New Invest Account for ninety (90) days beginning from the date the bonus funds are deposited into your Qualifying New Invest Account and for the entirety of the 90-day period, which shall be determined by Stash in its sole discretion. The cash bonus awarded by Stash hereunder 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. The value of any bonus funds hereunder may be taxable income to you. You are responsible for any federal or state taxes resulting from receipt of bonus funds. Please consult your tax advisor if you have questions about the tax treatment of bonus funds.

Other Program Information

Stash is not responsible for incorrect entry or other failure on your part to meet standards for qualifying for the cash bonuses specified hereunder or the Program. You also acknowledge and accept that the individual who referred you to Stash will be notified when you open a Qualifying New Invest Account and/ora Qualifying New Debit Account (as applicable). 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 or amend this offer or the Program at any time and to refuse or recover any promotion award hereunder if Stash determines that such cash bonus was obtained under wrongful or fraudulent circumstances, or was awarded to you in error, or that you received this offer from Stash in error, or that inaccurate or incomplete information was provided in opening your account, or that any terms of the Advisory Agreement, Terms of Use, or the Program terms have been violated. Employer-sponsored taxable accounts provided through Stash For Business and tax-advantaged accounts (including Roth IRAs and Traditional IRAs) provided through Stash Retire do not constitute Qualifying New Invest Accounts hereunder. Stash Investments LLC is an SEC registered investment adviser. You may view Stash's Wrap Fee Brochure, our Advisory Agreement and other client agreements at https://www.stashinvest.com/disclosurelibrary.

Stash and/or Green Dot Bank reserve the right to determine in our/its sole or joint discretion whether an account is closed and/or in good standing. An account in good standing for purposes of the Program 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 either account is closed or not in good standing for any reason at any time, any bonus funds will be forfeited.

A Stash Debit account opened hereunder is also subject to approval by Green Dot Bank, Member FDIC. You must pass Green Dot Bank's customer identification procedures and otherwise be approved by Green Dot Bank for a Stash Debit account, and you must agree to electronic delivery of disclosures, Green Dot Bank's deposit account agreement, and any other account documentation required for opening in order to open a Stash Debit account. There is no guarantee that you will be approved to open a Stash Debit account.

Debit account services are provided by Green Dot Bank and Stash Visa Debit Card issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A. Visa is a registered trademark of Visa International Service Association. Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank. All of the registered trade names are used by, and refer to a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage. Green Dot is a registered trademark of Green Dot Corporation. © 2019 Green Dot Bank. All rights reserved. This Program 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 Program.