Hi Stasher,

Its time to finish setting up your Stash account. It only takes a few minutes, and then youll be able to start building wealth.

Ready to get started? Set up your Stash and add $5 or more to your Personal Portfolio by July 2, 2023 and well give you $30 to invest.

1.Sign up for Stash

2. Complete the registration process

3. Open a Personal Portfolio

4. Link a bank account

5. Deposit at least $5 into your Personal Portfolio.

To begin investing on Stash, you must be approved from an account verification perspective and open a brokerage account.

Each plan includes Financial Counseling services which is impersonal investment advice, as it relates to guides, reports, and education material about investing and financial planning. Each plan includes the option to open a brokerage account and a bank account. The subscription fee is due if a client is receiving Financial Counseling Services regardless of whether or not a client chooses to open and/or use a brokerage account. In order to obtain personalized investment advice, clients are required to complete the suitability questionnaire during registration, must be approved from an account verification perspective and open a brokerage account. See Advisory Agreement for additional details.

Investment advisory services offered by Stash Investments LLC, an SEC registered investment adviser. Investing involves risk and investments may lose value. For more information, please visit www.stash.com.

*Offer is subject to T&Cs.** You must complete within the specific time period included in this offer: (i) successfully complete (or already have completed, or re-apply for and complete) the registration process of opening an individual taxable brokerage account (Personal Portfolio), (ii) link a funding source to your account; AND (iii) deposit at least $5 from your funding source into your Personal Portfolio. *T&Cs

A Personal Portfolio: You can choose your own investments only in a Personal Portfolio which is a Non-Discretionary Managed account.

¹ Stash Stock-Back Rewards is not sponsored or endorsed by Green Dot Bank, Green Dot Corporation, Visa U.S.A., or any of their respective affiliates, and none of the foregoing has any responsibility to fulfill any stock rewards earned through this program. If publicly-traded stock of the merchant (or a subsidiary thereof, if applicable) is not available or otherwise capable of being fulfilled for any reason, the stock reward arising from a qualifying transaction will be in an ETF or a publicly traded company available on the Stash Platform. A user will receive shares of the ETF or publicly traded company that is designated as their Default Investment at the time the qualifying purchase posts to the users Stash Banking account.

Retirement Portfolio is an IRA (Traditional or Roth) and is a non-discretionary managed account. Stash does not monitor whether a customer is eligible for a particular type of IRA, or a tax deduction, or if a reduced contribution limit applies to a customer. These are based on a customers individual circumstances. You should consult with a tax advisor.

Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S. and other countries. App Store is a service mark of Apple, Inc.

Google Play and the Google Play logo are trademarks of Google LLC.

Stash offers access to investment and banking accounts under each subscription plan. Each type of account is subject to different regulations and limitations. See the Advisory Agreement for more information and the Deposit Account Agreement for more information.

Stash Banking services provided by Stride Bank, N.A., Member FDIC. The Stash Stock-Back Debit Mastercard is issued by Stride Bank pursuant to license from Mastercard International. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. Any earned stock rewards will be held in your Stash Invest account. Investment products and services provided by Stash Investments LLC, not Stride Bank, and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.

Stash Financial, Inc. and its affiliates (collectively Stash Financial) is a digital financial services company offering financial products for U.S. based consumers. Stash Financial is not a bank or depository institution licensed in any jurisdiction. Investment products and services are offered through Stash Investments LLC (Stash), an SEC registered investment advisor.

Please see our full disclosures for important details. Subscription plans start at $3/month; see Stashs pricing page and applicable custodial fees.

This information contained in this communication is provided for general informational purposes only; nothing in this email should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only. Stash does not provide comprehensive financial planning services to individual investors. Stash Capital LLC, an SEC registered broker-dealer and member FINRA/SIPC, serves as introducing broker for Stash Clients advisory accounts. Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC, provides clearing and execution services and serves as qualified custodian for advisory assets of Stash Clients. All product and company names are trademarks or registered trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

Copyright 2023 Stash Financial, Inc., Stash Banking is atrademark of Stash Financial, Inc. Allrightsreserved.
75 Varick St, 8th Floor New York, NY 10013

Unsubscribe | stash.com