This offer is valid for new Facet Wealth, Inc. (“Facet”) Members who open and fund new Facet investment account(s) with a minimum of $5,000 in total within 90 days of signing a planning agreement for service with Facet starting on or after November 1, 2023 and before December 31st, 2023. 

In order to receive the $300 reward, Members must complete the following:

• Sign a Facet planning agreement on or after November 1, 2023.
• Open a new Facet investment account(s) on or after November 1, 2023.
• Fund the account (s) with an aggregate of at least $5,000 of cash and/or securities within 90 days (eligibility period) of signing a planning agreement. 
• Maintain the account with a net balance of deposits (minus withdrawals) of $5,000 for 90 consecutive days.  The reward credit of $300 will be deposited within 30 days of meeting this criteria.  

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? 

• 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.
• Each eligible account has unique features which you should consider prior to opening. 
• Eligible account funding options include: Check Deposits, ACH transfer, ACAT transfer of securities from another custodian or a transfer and/or rollover from retirement plans. 
• 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 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 $300 per household.
• Facet reserves the right to change or end this promotion at any time. 
• Members are eligible for only one $300 investment reward promotion during any 12 month period.
• This promotion is not applicable to existing members renewing service.  
• This offer is not valid for non-U.S. Members.