Bonus Offer Terms & Conditions
Bonus Offer Eligibility:Stash 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 an individual tax-advantaged account (including a Roth IRA or Traditional IRA) provided through Stash Retire.
To participate in this bonus offer you must (1) complete the account opening process and link a funding source (bank account) to a Qualifying Account and (2) deposit at least $5.00 USD into such Qualifying Account. Bonus funds must remain in your Stash account for 90 days beginning from the date the bonus funds are deposited into your Stash account and for the entirety of the 90-day period.
Posting: Bonus funds deposited into a Qualifying Account will typically be posted 8 days after completing the account opening requirements and depositing at least $5.00 USD, or such later date as determined in Stash’s discretion.
Other Information: Stash is not responsible for incorrect entry or other failure on your part to meet standards for qualifying for the bonus. 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 this offer at any time and to refuse or recover any promotion award if Stash determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of Stash’s Advisory Agreement have been violated. These terms are valid only for new individual tax-advantaged accounts with Stash. Please note, the bonus funds may be treated as taxable income and not contributions from a tax perspective. This information shall not constitute tax advice. Please consult a tax professional for tax advice.
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 $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.