Stash Gifting ProgramGift Matching Promotion – Terms and Conditions

The Promotion

During this promotion Stash will match the value of the first gift that you receive through the Stash Gifting Program, up to a maximum of ten-dollars ($10) (the “Promotion”). The Promotion is subject to the terms and conditions stated herein (the “Promotion Terms”) and the terms and conditions of the Gifting Program.

Payment of a Matched Gift Amount

Stash will make a one-time credit of an amount equal to the first gift you receive during the Promotion up to a maximum dollar value of ten-dollars ($10) within thirty (30) days of receipt of the gift (the “Matched Gift”) into the cash balance of your eligible Stash account as described below. The Matched Gift deposited by Stash is a fixed cash value and is not stock or any other security, nor a recommendation to buy any specific stock or other security. The value of any investments you may choose to purchase with the Matched Gift will go up and down with time.

Eligibility

This Promotion is open to any Stash client who is eligible to participate in the Gifting Program. This Promotion will expire on December 31, 2018, unless extended, modified, or cancelled earlier at Stash’s sole discretion. As stated in the Gifting Program terms and conditions, only Stash clients who have applied for and been approved for a Stash personal taxable brokerage account and/or UTMA/UGMA account for the benefit of a minor, and such account is in good standing, may receive a gift of the investment advisory services of Stash Investments LLC. Individual retirement accounts offered by Stash (both Roth and Traditional) are not eligible for the Gifting Program or this Promotion. Giftors need not be a Stash client to purchase a gift for a giftee.

As stated in the Gifting Program terms and conditions, Stash clients should not publish or distribute their unique gift links in locations where the audience is likely to include individuals they do not know or who may not be interested in offering a gift. To the extent any Stash client decides to post their gift link on any third-party website or platform, such as a social media website, such client must comply with that third party’s terms of use. Sharing of a gift link will not be considered an endorsement of Stash or a statement of satisfaction.

Restrictions

The Gifting Program is not intended to be used as a way to transfer money from one person to another. Stash will monitor transactions for such activity or any other activity that may constitute misuse of a gift or is potentially suspicious or illegal. Any gifts made under the Gifting Program are only redeemable in connection with the investment advisory services of Stash Investments LLC.

Stash may modify or cancel these Promotion Terms from time to time and at any time, with or without notice, in our sole discretion but subject to our compliance with applicable laws. Stash may refuse to credit or may recover any Matched Gift if Stash determines that such funds were obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening Stash account, or that any conditions of the Promotion Terms, the Gifting Program terms and conditions, or Stash Investment LLC’s Advisory Agreement have been violated.

Other restrictions may apply. All terms and conditions are applicable to the extent permitted by law. If any of these Promotion Terms are deemed invalid, void, or for any reason unenforceable, that unenforceable term will be deemed severable and will not affect the validity and enforceability of any remaining terms and conditions. Giftors may not reside in Kentucky or Wisconsin. Participation in the Promotion and the Gifting Program is void where prohibited by law.