Payment Change Promotion
This offer is valid for existing Facet Wealth, Inc. (“Facet”) clients who change from a monthly or quarterly payment frequency to annual payment. Starting February 1, for any client who makes this payment change, a $250 reward will be deposited into a taxable brokerage account.
In order to receive the $250 reward, Clients 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 client receive?
- Clients 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.
- Clients are eligible for only one $250 investment reward promotion during any 12 month period.
- This promotion is not applicable to existing clients renewing service.
- This offer is not valid for non-U.S. Clients.
© Facet Wealth 2023. All rights reserved. Facet Wealth, Inc. is an SEC registered investment adviser headquartered in Baltimore, Maryland. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance. Facet shall not be liable for any loss or damage resulting from any delay in effecting instructions or transactions. Facet reserves the right to modify these terms and conditions or terminate this offer at any time. Other terms and conditions, or eligibility criteria, may apply.