This offer is valid for existing Facet Wealth, Inc. (“Facet”) Members who do not have any Facet-managed accounts as of February 1, 2023 who open and fund an account before October 31, 2023.

In order to receive the $250 reward, Members 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 October 31, 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 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 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. 
• Members are eligible for only one $250 investment reward promotion during any 12 month period.
• This offer is not valid for non-U.S. Members. 

• The member acknowledges that they have received and will be bound by the terms and conditions of the promotion.