This offer is valid for Facet Wealth, Inc. (“Facet”) Members who pay for services on a quarterly, or semi-annual basis by credit card and switch to pay for services on an annual basis via account debit from their Facet-managed accounts.

In order to receive the $250 reward, Members must meet the following conditions:

• Be a current Facet Facet Core, Plus, or Complete member with funded investment accounts under management. (Facet Foundations Members are not eligible)
  
• In order to optimize investment accounts, the annual fee may not exceed more than 2% of the account value in order to use account debit for fee billing (i.e. $2,000 fee would require at least $100,000 in assets).
• Switch from paying fees on a quarterly, or semi-annual basis by credit card to an annual basis via fees being debited from Facet-managed accounts.

What kind of confirmation of the reward will the member receive?

• Members will receive a confirmation when the account is established.  The reward credit will be displayed in the Facet app on the Contributions tab within the accounts page.

What other details do I need to know? 

• All annual payments for service are non-refundable.
• The reward must be credited to a taxable Facet account.  If a non-taxable account is opened (for example, a Roth IRA), a new taxable account must be opened for the reward.
• The reward will be credited to an account that is owned by the same individuals who signed the Facet Planning agreement.  For example, if two individuals signed a Facet Planning agreement, their reward will be credited to a joint tenant account.
• The reward credit will be deposited directly to the eligible taxable account within 30 days after the annual renewal fee is debited from the Facet-managed accounts.
• The reward will be invested in the core position initially set upon account opening.  
• No further investment or trading is required to qualify for the offer. 
• This offer is nontransferable and limited to $250 per household.
• Members are eligible for only one $250 investment reward promotion during any 12 month period.
• Facet reserves the right to change or end this promotion at any time. 
• This offer is not valid for non-U.S. Members.
• This offer does not apply nor can be deposited to High Yield Accounts