NAFCC Bonus Offer Eligibility

Stash will deposit bonus funds in the dollar amount specified in the bonus offer (“Bonus Funds”) into a Client’s Qualifying Account (as defined below) subject to satisfying the terms and conditions described herein. A “Qualifying Account” is an individual brokerage account advised by Stash Investments LLC. Tax-advantaged accounts (including Roth IRAs and Traditional IRAs) and UGMA/UTMA accounts are not Qualifying Accounts. In addition, Stash will waive the monthly Wrap Fee charged to a Client’s Qualifying Account for a period of twelve (12) months from the time of account opening. Client remains responsible for ancillary fees that are not included in the monthly Wrap Fee. A list of such ancillary fees is included in the Advisory Agreement.

To participate in this bonus offer you must complete the Stash account opening process and link a funding source (e.g., bank account) to a Qualifying Account. Bonus Funds must remain in your Stash Qualifying Account for ninety (90) days beginning from the date the Bonus Funds are deposited into your Stash Qualifying Account and for the entirety of the 90-day period.

Other Information Stash is not responsible for incorrect entry or other failure on your part to meet standards for qualifying for this offer. 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 circumstances, that inaccurate or incomplete information was provided in opening the Qualifying 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. The value of Bonus Funds 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. Stash Investments LLC is an SEC registered investment adviser. You may view Stash’s Wrap Fee Brochure and client agreements at

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 endorsement of, Stash. Stash will pay the referring party for referral services provided by the referring party up to $55.00 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.