This offer is valid for existing Facet Wealth, Inc. (“Facet”) members who change from a monthly or quarterly payment frequency to annual payment frequency.  For any member who makes this payment change, a $250 reward will be deposited into a taxable brokerage account.

In order to receive the $250 reward, Members must complete the following:

• Change their payment method from monthly or quarterly to annual and remain at that payment frequency for the next renewal period. 
• Have an existing or open a new taxable brokerage account for receipt of the reward.  

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? 

• All annual payments for service are non-refundable.
• 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. 
• 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 credit will be deposited directly to the eligible taxable account within 30 days after the renewal fee is processed.
• The credited amount will not trigger a 1099 IRS Reporting. 
• 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 and limited to $250 per household.
• Facet reserves the right to change or end this promotion at any time. 
• Members are eligible for only one $250 investment reward promotion during any 12 month period.
• This promotion is not applicable to existing members renewing service.  
• This offer is not valid for non-U.S. Members.