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

• Schedule and attend a meeting with a member of Facet’s Member Experience Team within 7 days of receipt of offer.
• Open a new Facet investment account(s).
• Initiate funding the account(s) with an aggregate of at least $5,000 of cash and/or securities within 7 days of receipt of offer.
• The reward based upon the service tier as listed above, will be deposited within 30 days of meeting this criteria.
• Maintain the account with a net balance of deposits (minus withdrawals) of $5,000 for 60 consecutive days. The reward credit 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 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 account.
• The reward will be invested in the core position initially set upon account opening.
• Facet bills monthly, quarterly or annually, in advance depending upon the Member’s service level.
• All of Facet’s membership subscriptions are non refundable. Termination does not affect the Member’s obligation to pay these non-refundable fees through the end of the payment period outlined in the subscription.
• Monthly payments are not available for Core, Plus or Complete members.
• 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.