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).

A "Qualifying New Invest Account" is a new individual taxable brokerage account advised by Stash opened by you using the special designated referral link from your invitation received from your referring friend. In order to qualify as a “Qualifying New Debit Account” hereunder, you must (i) open a new Stash debit account using the special designated referral link from your invitation received from your referring friend, and (ii) successfully have one or more direct deposits post from your paycheck(s) to your new Stash debit account within ninety (90) days from the date you opened your new Stash Debit account.

Cash Bonuses

Subject to satisfying the terms and conditions of the Program, after you open and activate your Qualifying New Invest Account, Stash will deposit $5 of bonus funds into your Qualifying New Invest Account and Stash will also deposit $5 of bonus funds into your referring friend’s Stash Invest account. Further, after you open and activate your Qualifying New Debit Account, Stash will deposit $20 of bonus funds into your Qualifying New Invest Account and Stash will also deposit $20 of bonus funds into your referring friend’s Stash Invest account. Your referring friend may also be eligible to receive up to $25 in bonus funds for every additional “Qualifying New Invest Account” and/or “Qualifying New Debit Account” they refer 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/or Qualifying New Debit Account. 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. 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. Each Qualifying New Debit Account opened hereunder is also subject to approval by Green Dot Bank.

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 offer 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 offer.