Important Disclosures and Information
This offer is made available at the discretion of EverGreen Capital Management, ("ECM") and is valid from 11/15/17 through 3/31/18, for individuals who open a new ECM EarnWise IRA account with new money, not currently invested with ECM. Accounts opened prior to the promotion period are not eligible for the cash bonus. Customer will be registered for the bonus offer at account opening and will be notified of the qualifying bonus amount and payout terms. The bonus offer applies only to individual retirement accounts (IRA's) and does not include the following ECM account types in this offer: Individual, Trusts, Simple IRAs, Corporation, Conservator, Executor, Guardian, Investment Club, LLC, Professional Association or Corporation, Partnership, Sole Proprietorship. Eligible IRA's limited to Rollover, Traditional, Roth, and Sole-Proprietor SEP IRA's only.
Deposits must be completed within 30 days of account opening. The net deposit calculation for the cash bonus will be calculated and the cash bonus will be paid out to you at the conclusion of a 90 day account qualifying period in the form of a Visa gift card. The value of the cash bonus may not exceed $1,200 per client. Only one cash bonus will be paid per account.
You are encouraged to consult with your tax advisor about appropriate tax reporting and treatment relating to this bonus award. The value of this reward may constitute taxable income. In addition, ECM may issue an IRS Form 1099 to you that reflects the value of this reward.
This offer is not transferable, saleable, or valid in conjunction with certain other ECM offers. This offer is available to U.S. residents only. ECM reserves the right to modify or withdraw this offer at any time without notice. Other restrictions may apply.
If you have a 401(k) from a former job, you may have several options to consider; each may have different costs, payment options and other features. Consult your legal or tax advisor for more information.
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EverGreen builds and monitors a dynamically managed portfolio of low-cost investments, empowered by your unique risk score.
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Wealth Management Services
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