Offer available through November 30, 2020. If you schedule an appointment with a Personal Capital advisor and participate in both an initial call and a second call in which you receive a recommendation and proposal by November 30, 2020 (a “Recommendation”), then you will receive $100 (the “Recommendation Bonus”), which will be deposited into your Personal Capital Cash account. If you do not have a Personal Capital Cash account, you must open a Personal Capital Cash account and link an external account within 30 days after receiving the Recommendation (an “Account Opening”). If you do not or cannot open a Personal Capital Cash account, then you will not receive the Recommendation Bonus. The Recommendation Bonus will be deposited to your Personal Capital Cash account within 90 days of the Recommendation or Account Opening, whichever is later. The $100 will be reported as interest on your account statement.
If you received an offer for an introductory period of free advisory services, this offer is only valid if you become a Personal Capital investment client by the end of the month in which you receive the Recommendation.
The offer only applies to qualified prospective clients who receive a promotional offer and have at least $100,000 in investable assets. Using an ad blocker may adversely affect our ability to determine your account eligibility in the program. This offer is not transferable and cannot be redeemed in any other manner. Final determination of eligibility is at Personal Capital’s sole discretion.
This promotion may not be combined with any other offers. Employees of Personal Capital are not eligible for this offer. Personal Capital at all times reserves the right, at its sole discretion, to end the promotion or restrict participants at any time. No purchase or payment is necessary. Open to legal residents of the 50 US states and DC, 18 years and older.
Advisory services are offered for a fee by Personal Capital Advisors Corporation (“PCAC”), a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Actors are not PCAC clients.
Personal Capital Cash is offered through Personal Capital Services Corporation (“PCSC”). PCSC is not a bank. Bank deposit products provided by UMB Bank n.a., Member FDIC. To participate in the program, you must open an account at UMB Bank, through which your funds will be placed in accounts at participating program banks. The advertised interest rates are paid by participating program banks, not by UMB. Your funds will be FDIC insured up to applicable limits while in transit through UMB Bank. Personal Capital receives a fee from each program bank in connection with the program that is based on the aggregate daily closing balance of deposits held in program accounts by such program bank. The fee may vary from program bank to program bank and will generally increase as the aggregate amount of funds held in program accounts with the program bank increases.
PCAC and PCSC are both wholly-owned by Personal Capital Corporation (“PCC” and collectively with PCC, the “Group Companies”), which is wholly-owned by Empower Holdings LLC, a wholly-owned subsidiary of Great-West Life & Annuity Insurance Company (“GWLA”) and part of the larger Great-West family organization that has a number of financial industry affiliations. Group Companies may provide services to, receive services from, or direct or receive business to each other or members of the Great-West organization. Group Companies have a conflict of interest when it suggests use of affiliated financial products or services which result in additional compensation for its affiliates.
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