Bonus Offer EligibilityStash will deposit bonus funds in the dollar amount specified [above] [in the bonus offer] into a Client’s Qualifying Account (as defined below) subject to satisfying the terms and conditions described herein. A “Qualifying Account” is a UGMA/UTMA account advised by Stash Investments LLC. Tax-advantaged accounts (including Roth IRAs and Traditional IRAs) are not Qualifying Accounts.
To participate in this bonus offer you must (1) complete the Stash account opening process and agree to all required agreements (2) acknowledge that the money invested in the custodial account belongs to the minor, and can only be withdrawn when they turn of age (depending on the state).
Posting: Bonus funds deposited into a Qualifying Account will typically be posted up to 10 days after completing the account opening requirements, or such later date as determined in Stash’s discretion. The Qualifying Account must remain open for the entirety of the 90-day period in order to receive the bonus funds.
Other InformationStash is not responsible for incorrect entry or other failure on your part to meet standards for qualifying for the bonus. Stash reserves the right to terminate this offer at any time and to refuse or recover any bonus funds if Stash determines that such funds were obtained under wrongful or fraudulent circ*mstances, that inaccurate or incomplete information was provided in opening the Stash account, or that any terms of Stash Investment LLC’s Advisory Agreement have been violated. Offer available to U.S residents only. This offer is not valid with any other offers and is non-transferrable. Please note, the bonus funds may be treated as taxable income.You are responsible for any federal or state taxes resulting from receipt of bonus funds.This information shall not constitute tax advice. Please consult a tax professional for tax advice. Stash Investments LLC is an SEC registered investment adviser. You may view Stash’s Wrap Fee Brochure and client agreements at www.stash.com/legal.
Predetermined Compensation DisclosureStash 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. 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 endorsem*nt 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 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.
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