Investment Account Promotion For Clients Who Signed Up Before 2/1/23
This offer is valid for existing Facet Wealth, Inc. (“Facet”) Clients who do not have any Facet-managed accounts as of February 1, 2023 who open and fund an account before April 30, 2023.
In order to receive the $250 reward, Clients must complete the following:
- Open a new Facet investment account(s) on or after February 1, 2023.
- Fund the account (s) with an aggregate of at least $5,000 of cash and/or securities before April 30, 2023.
- Maintain the account with a net balance of deposits (minus withdrawals) of $5,000 for 90 days consecutive days. The reward credit of $250 will be deposited within 30 days of meeting this criteria.
What kind of confirmation of the reward will the client receive?
- Clients 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 credit will be deposited directly to the eligible taxable account within 30 days after the end of the eligibility period.
- The credited amount will not trigger a 1099 IRS Reporting.
- 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.
- Facet reserves the right to change or end this promotion at any time.
- Clients are eligible for only one $250 investment reward promotion during any 12 month period.
- This offer is not valid for non-U.S. Clients.
The client acknowledges that they have received and will be bound by the terms and conditions of the promotion.
© Facet Wealth 2023. All rights reserved. Facet Wealth, Inc. is an SEC registered investment adviser headquartered in Baltimore, Maryland. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance. Facet shall not be liable for any loss or damage resulting from any delay in effecting instructions or transactions. Facet reserves the right to modify these terms and conditions or terminate this offer at any time. Other terms and conditions, or eligibility criteria, may apply.