For this promotion, Facet will waive the initial enrollment fee of $250 for members who select annual payment for their planning services. All annual payments are non-refundable. Additionally, new Facet Wealth, Inc. (“Facet”) Members who open and fund new Facet investment account(s) with a minimum of $5,000 in total, within 90 days of signing a planning agreement for service with Facet before June 30, 2024, will receive $500 into their taxable investment account.

In order to receive the $500 reward, Members must complete the following:

• Submit the “Get Started” form located here or mention Ramit’s podcast or social media as referring the member to Facet
• Sign a Facet planning agreement 
• Open a new taxable 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. 
• Maintain the account with a net balance of deposits (minus withdrawals) of $5,000 for 90 consecutive days.  The reward credit of $500 will be deposited within 30 days of meeting this criteria. 

What kind of confirmation of the reward will the client 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 and limited to $500 per household.
• Facet reserves the right to change or end this promotion at any time.
• Members are eligible for only one $500 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.