Promotional Period: is valid from Wednesday, September 5th, 2018 at 12:00AM EST and ends on Wednesday, October 31st, 2018 at 11:59PM EST. The Fall Referral Promotion is intended for use by Wealthsimple clients of the service (each a “Client”) to refer their friends (the “Applicant”). By doing so, Clients who refer Applicants, and Applicants who apply for a Wealthsimple account, hereby agree to the terms and conditions outlined below.
A Qualifying Referrals is defined as:
An invite sent from the Client to an Applicant during the Promotional Period via Wealthsimple's official “Rewards” program, which can be found both on desktop and mobile (web and app).
The Applicant(s) must accept your invite and open a new Wealthsimple account and deposit a Minimum Balance of $250 USD during the Promotional Period
The Applicant must maintain the Minimum Balance in their account until December 31, 2018, or the Client is subject to have the Bonus withdrawn from their account
At the end of the Promotional Period if the Client has 3 or more Qualifying Referrals, they will receive a $500 USD bonus added to their Wealthsimple account
The Bonus will be applied to the Client's account within 5-7 business days of the end of the Promotional Period
If the Client has more than one open account at Wealthsimple, we will prioritize paying the Bonus into the following accounts:
Personal (Including Joint & Trust)
IRA (Traditional, Roth, SEP)
All Applicants who sign up and fund a Wealthsimple account will receive $10,000 of assets managed with no fees for one year.
The Applicant will also be eligible to participate in the Fall Referral Promotion if they complete the necessary steps to receive the Bonus.
Wealthsimple reserves the right to amend, withdraw or restrict this promotion at any time without notice.
Wealthsimple is the sole arbiter of these rules and any other issue arising under this promotion.
If gaming of the system is found, Wealthsimple reserves the right to remove all promotions from the customer’s account.
This offer is only valid for customers in the USA.