Stash $5 Deposit

Promotion Terms and Conditions

Effective Date of March 24, 2026

The Promotion
When you complete your one or more deposits of funds in an aggregate amount of $5.00 (five dollars) into one or more Individual Accounts (as defined below) in accordance with the eligibility requirements, including during any time period set forth below, we will make a one-time deposit of $30.00 (thirty dollars) into the cash balance of your Personal Portfolio (as defined below). This Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”).

For purposes of this Promotion, an Individual Account includes an individual taxable brokerage account advised by Stash Investments LLC (including any custodial account or a discretionary managed account), an individual retirement account advised by Stash Investments LLC, and a Stash Banking account powered by Stride Bank, N.A.

Eligibility
To be eligible to participate in this Promotion and receive the Bonus Funds (as defined below), you must complete the following requirements that are included in your offer message to participate in this Promotion following the effective date of these Promotion Terms: (i) affirmatively elect to participate in the Promotion through your offer message, (ii) successfully have completed the designated registration process of opening an individual taxable brokerage account advised by Stash Investments LLC that is in good standing (a “Personal Portfolio”), as displayed by the interactive instructions shown via the Stash platform, AND (iii) initiate and complete a minimum, aggregate amount of deposits of at least $5.00 (five dollars) into an Individual Account that is in good standing prior to the date, if any, outlined in the message you received (such period, the “Promotion Period”). For purposes of this Promotion, a deposit of funds shall be considered complete once the transaction has fully settled in your Individual Account. If you satisfy the conditions stated herein, Stash will make a one-time deposit of $30.00 (thirty dollars) into the cash balance of your Personal Portfolio (“Bonus Funds”). You are only eligible to receive one reward of Bonus Funds hereunder, even in the event you complete more than $5.00 (five dollars) in aggregate deposits of funds into your Individual Accounts during the Promotion Period. 

For the avoidance of doubt, if you have opened an Individual Account and have any Auto-Invest feature or recurring transfer “on” with respect to any Individual Account as of the date you receive your offer message, and/or you have already completed a deposit of any funds into any Individual Account as of the effective date of these Promotion Terms, you are not eligible to participate in the Promotion. 

For the avoidance of doubt, in the event you only complete the designated registration process to receive the Financial Counseling Service (if applicable to you, as such term is defined in your Advisory Agreement) from Stash, or you do not otherwise complete the designated registration process required for opening an Individual Account in accordance with the above, you will not be eligible to receive the Bonus Funds under this Promotion. 

Bonus Funds must remain in your Personal Portfolio for ninety (90) days beginning from the date the Bonus Funds are deposited into your Personal Portfolio and for the entirety of the 90-day period. The Bonus Funds deposited by Stash 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. 

Your Personal Portfolio must remain in good standing in order to receive the Bonus Funds under this Promotion. Stash reserves the right to determine in our sole discretion whether an account is closed and/or in good standing. An account in good standing for purposes of this Promotion 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 your Personal Portfolio is closed or not in good standing for any reason at any time, your Bonus Funds will be forfeited. If your Bonus Funds are deposited in error at any time, your Bonus Funds may be forfeited. 

Other Information
Stash Investments LLC is an SEC registered investment adviser. You may view our Wrap Fee Brochure and our Advisory Agreements at https://www.stash.com/disclosurelibrary. You remain responsible for ancillary fees that are not included in the monthly Wrap Fee. A list of such ancillary fees is included in your Advisory Agreement. Stash is not responsible for any failure on your part to meet standards for qualifying for this Promotion. Stash reserves the right to modify, amend or cancel this Promotion and/or these Promotion Terms without prior notice, at any time, and for any reason. Stash may withhold or recover any Bonus Funds if Stash determines that such funds were obtained under wrongful or fraudulent circumstances, or that you received an invitation from Stash to participate in this Promotion in error, or were awarded to you in error, or that inaccurate or incomplete information was provided when opening your account, or that any terms of your Advisory Agreement, Terms of Use, or these Promotion Terms have been violated. Promotion available to U.S residents only. This Promotion is not valid with any other promotions and is non-transferrable. The value of the Bonus Funds hereunder may be taxable income to you. You are responsible for any federal or state taxes resulting from receipt of the Bonus Funds hereunder and should consult your tax advisor if you have questions about the tax treatment of such Bonus Funds. 

If, for any reason, this Promotion is not capable of running as planned, whether due to infection by computer virus, bugs, tampering, unauthorized intervention, fraud, technical failures, or any other causes beyond the control of Stash which corrupts or affects the administration, security, fairness, integrity, or proper conduct of this Promotion, Stash reserves the right in its sole discretion, to disqualify any individual who tampers with this Promotion, and to cancel, terminate, modify or suspend this Promotion. In the event of termination, Stash will not award Bonus Funds to those who have satisfied the eligibility criteria set forth herein at or following the time of termination. Stash assumes no responsibility for any error, omission, interruption, deletion, defect, delay in operation or transmission, communications line failure, theft or destruction or unauthorized access to, or alteration of, this Promotion. Stash is not responsible for any problems or technical malfunction of any telephone network or lines, computer online systems, servers, or providers, computer equipment, software, failure of any e-mail or entry to be received by Stash on account of technical problems, human error or traffic congestion on the Internet or at any web site, or any combination thereof, including any injury or damage to any person’s computer related to or resulting from participation in this Promotion.