Stock Rewards – Disclosures

This offer is valid only for new eligible individual accounts with Vested (Vested refers to accounts of Vested Finance IA or VF Securities BD). The securities offered as a stock reward have been chosen based on the most popular stocks that Vested users have been investing in over the past 30 days. Vested does not provide financial, legal or tax advice; the choice of stock rewards should not be considered financial, legal or tax advice, and should not be considered as an investment recommendation from Vested. 

Subject to satisfying the terms and conditions of the promotion, Vested will deposit up to $10 of the stock reward into your Vested account. Under certain conditions, other fees including applicable Drivewealth fees may apply.

To participate in this offer you must (1) complete the account opening process of a Qualifying New Account and (2) be KYC/AML approved. 

Upon funding your Vested account for the first time, within the period when the offer is valid, Vested will reward you up to $10 of the stock. The stock reward will take a minimum of 2 business days (from the date when the funds are deposited in your account) to be credited to your account. The stock reward will be deposited directly in your Vested account. Since receiving this bonus is contingent upon funding your account the first time, ownership of this stock, any profits, loss or financial incentives from the investment will be rightfully yours. The cash that you receive on the sale of your stock reward may be a taxable income to you. You are responsible for any taxes resulting from the sale of your stock reward. Please consult your tax advisor if you have questions about the tax treatment of funds obtained from the sale of stock rewards.

The criteria for eligibility to offer users the Stock Reward program is solely on the discretion of Vested. Users who are eligible for the Stock Reward program would receive communication from Vested informing them of their eligibility. Vested is not responsible for incorrect entry or other failure on your part to meet standards for qualifying for the bonus. This promotion is not valid with any other offers and is non-transferrable. Vested reserves the right to terminate this offer at any time and to refuse or recover any promotion award if Vested determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of the Advisory Agreement have been violated. 

Vested Finance is an SEC registered investment adviser. You may view Vested’s ADV at https://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=299272.

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