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Investment Account Promotion For Members Who Signed Up Between September 1-30, 2024

This offer is valid for Facet members who became members between September 1-30, 2024; who also open and fund a new Facet investment account(s), with a minimum of $5,000, before July 21, 2025.

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

  • Members must have signed a Facet planning agreement between September 1-30, 2025.
  • Open a new Facet investment account(s) between April 21, 2025 – July 21, 2025
  • Fund the account (s) with an aggregate of at least $5,000 of cash and/or securities by July 21, 2025. 

What amount will the Member be rewarded?

The reward amount will be based on the members currently selected service tier as follows: 

  • Core Membership – $250
  • Plus Membership – $500
  • Complete Membership – $750

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 offer is not valid for non-U.S. Members.
  • This reward may require a 1099 be issued to you.