The Investment Account Promotion For Members Who Signed Up between 7/1/2024 – 9/30/2024

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 between July 1, 2024 and September 30, 2024.

In order to receive the $200 reward, Members must complete the following:

• Sign a Facet planning agreement between July 1, 2024 and September 30, 2024.
• Open a new Facet investment account(s) between July 1, 2024 and September 30, 2024.
• 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 $200 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.
• Facet reserves the right to change or end this promotion at any time. 
• Members are eligible for only one investment reward promotion during any 12 month period.
• High Yield Accounts are not eligible for this promotion. 
• This promotion is not applicable to existing members renewing service.
• This offer is not valid for non-U.S. Members
• Facet Foundations Members are not eligible for this promotion.

The Annual Payment Promotion

For this promotion, Facet will waive the initial enrollment fee of $250 if you select an annual payment for your services. All annual payments for service are non-refundable. Members will receive a detailed invoice at enrollment outlining the annual fee. Services will renew annually under the existing terms with notice prior to the renewal date.  No increase in the annual fee shall be effective without prior written notice to the Client at least 30 days in advance.  With notification, Facet may use negative election (i.e. the client must opt out of the change) to automatically increase the fee for service after the notice period.