The “Seasonal Offer | $500 Investment Credit” Promotional offer is for those who 1) are first-time purchasers of a Comprehensive Planning package on or before 11:59 PM EST on 12/31/2024 (the “Promotional Period”), 2) make an initial deposit of $1 or more into an Ellevest non-retirement investment account before 11:59 PM EST on 12/31/2024, and 3) are an Ellevest plan client at the time the $500 is applied to your non-retirement investment account. The credit may be applied to your account up to 90 days after the Promotional Period ends. This Promotional Offer cannot be applied to a previous comprehensive planning package purchase, and is only available to those who complete the purchase before the Promotional Period ends.
This Promotional Offer is not valid in conjunction and cannot be combined with any other offers or promotions, excluding plan client financial planning discounts. Clients who purchase a Comprehensive Planning package before the end of the Promotional Period will pay an Ellevest plan fee starting on the date the Ellevest Plan Terms and Conditions Agreement is acknowledged (the “Effective Date”).
Refunds: If purchasers requests a refund of the Comprehensive Planning package before the $500 has been added to their Ellevest investment account, our normal refund policies apply and they would no longer be eligible for the credit. If a refund is requested after the $500 credit has been added to their Ellevest investment account, Ellevest will deduct $500 from the purchase price and refund the remaining balance. Client takes on market risk if they choose to refund.
Ellevest reserves the right to refuse to award you the Promotional offer if it determines, in our sole discretion, that the promotion was claimed under wrongful or fraudulent circumstances, that your participation is against the spirit of the program, that making payment would constitute a violation of your Ellevest Plan Terms and Conditions Agreement or applicable federal or state law, or that incomplete or inaccurate information was provided. Ellevest reserves the right to end or modify any promotion at any time.
Ellevest fees and additional information can be found at www.ellevest.com. Other fees as described in Ellevest’s ADV Part 2 and the Ellevest Plan Terms and Conditions Agreement will continue to apply.
