New Complete Members will be eligible to receive the following:

• An additional $250 will be deposited into their Facet Investment account upon successful renewal of their first annual Complete Membership.

ALL new Members will be eligible to receive:

Facet will waive the initial enrollment fee of $250 for Core, Plus and Complete Members if you select an annual payment for your services. Facet Foundations Memberships are ineligible. All Memberships are non-refundable.

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

• Sign a Facet planning agreement between July 17-31, 2025.
• Open a new Facet investment account(s).
• 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.
• Complete Members must maintain the account with a net balance of deposits (minus withdrawals) of $5,000 for 90 consecutive days for the initial payment.
• Complete Members must maintain a $5000 minimum in order to receive renewal bonus awards.
• The reward credit based upon the service tier as listed above, will be deposited within 30 days of meeting this criteria.
• Renew annual services as described above.

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 will/must be credited to a taxable Facet account, (not a non-taxable account like a Roth IRA). This will require opening a taxable Facet account if one doesn’t yet exist for the member, in order to receive the bonus.
• 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 accoun.
• 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.
• This reward may require a 1099 be issued to you.