This offer is valid for Members who refer new members; and for members who are referred to Facet Wealth, Inc. (“Facet”) who also open a new Facet investment account(s) on or after May 21, 2025 until June 30, 2025. Each the referring member and the new member will be eligible to receive the following amounts deposited into their Facet accounts, based upon the new members chosen tier of service:

$100 for New Foundations Members
$250 for New Core Members
$500 for New Plus Members
$1,000 for New Complete Members

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

• Refer a new Facet member through the Invite a friend page in the Facet Dashboard or be referred through the Invite a friend page in the Facet Dashboard as a new Facet member on or after May 21, 2025 until June 30, 2025.
• The new Facet member must sign a Facet planning agreement on or after May 21, 2025 until June 30, 2025.
• Both the existing and new Facet members must have an open, taxable Facet investment account(s) within 90 days (eligibility period) of signing a planning agreement.
• Fund the account(s) with cash and/or securities within 90 days (eligibility period) of signing a planning agreement. 
• Maintain both Facet memberships for 90 consecutive days from the date the new member signs a planning agreement. The reward credit will be deposited within 30 days of meeting this criteria.
• Members who reach a combined total of $1000 in AUM awards within a 12 month period, will be required to sign an endorser agreement to comply with SEC regulations and in order to receive additional AUM rewards.

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 not including any rewards for this referral program.
• 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.
• This reward may require a 1099 be issued to you.
• Member(s) agree to only share their unique referral link via messages individually to referees, and not publicly on social media, blogs or any other public forum.
• Member(s) understand that the person receiving the link will be notified of compensation for your referral.