Beanstox Promotion Terms and Conditions

$10 New Beanstox PLUS Account Promotion

PROMOTION TERMINATED JULY 6, 2024



Updated July 06, 2024

Promotion Description

Beanstox is giving a $10 reward (“Reward”) during our Beanstox PLUS Account promotion (“Promotion”) for NEW Clients (“Clients”). This Promotion is available to Clients who sign up for Beanstox Plus, and open, fund and maintain a new Beanstox Plus investment account (“Account”) for at least 30 consecutive days (“Holding Period”). The Promotion may be extended by Beanstox in its sole discretion.  Failure to fulfill all the Terms and Conditions of the Promotion, including maintaining your Account in good standing, will cause the Client to become immediately ineligible for the Promotion.

Learn more about Beanstox’s investment advisory services: Advisory Agreement.

Learn more about Pricing.

 

Promotion Period

Subject to the terms hereof, the Promotion will be active effective March 12, 2024, and end as determined by Beanstox in its sole discretion (“Promotion Period”).

 

Eligibility

  • Clients must fulfill all the Promotion Terms and Conditions described herein.

  • The Promotion is open to individuals who are US residents and aged 18 years or older as of the date they open an Account.

  • Employees, contractors, and immediate family members of Beanstox and their respective affiliates are not eligible to participate in the Promotion.

  • Participants must have a valid email address to sign up for an Account.

  • Participants must have an active funded Account that remains invested for the entire Holding Period.

  • Clients must open an Account and fund the Account with their first qualifying investment (minimum $100) by 11:59pm ET on the last day of the Promotion, which may be determined or modified by Beanstox its sole discretion.

  • Rewards are paid out as soon as practicable after the end of the Holding Period. Clients who: (i) close their Account during the Holding Period, (ii) have not made at least one successful qualifying investment for at least 30 consecutive days, or (iii) have made a withdrawal during the Holding Period, will not qualify for the Reward. Eligibility determination for Rewards is at the sole discretion of Beanstox.

  • The Reward will be deposited directly into the Client’s Account once the eligibility criteria are met and the Holding Period has expired.

  • Beanstox reserves the right to request additional documentation to verify a Client’s identity or bank account information prior to processing Reward payments.

Beanstox reserves the right to restrict or revoke this offer at any time. The Promotion is subject to change at Beanstox’s sole discretion. 

The Promotion is based on actions taken in the App.

 

Release

By participating, each Client, except where legally prohibited, grants permission to Beanstox and its designees to announce such Client on the Beanstox’s website, social media channels and any other communication channel it deems appropriate, as a Client benefitting from this Promotion  and to use the Promotion information for advertising, trade, and promotional purposes without further compensation, in all media now known or hereafter discovered, worldwide in perpetuity, without notice or review or approval.

 

General Conditions

  • Beanstox reserves the right to modify, extend, suspend, or terminate the Promotion at any time without prior notice.

  • Beanstox reserves the right to disqualify any Client found to be in violation of the terms and conditions of the Promotion or to have engaged in any form of fraudulent activity.

  • Clients agree to release Beanstox and its affiliates from any liability arising from their participation in the Promotion.

  • The Promotion is subject to all applicable laws and regulations and is void where prohibited.

  • Beanstox is not responsible for lost, late, incomplete, inaccurate, stolen, delayed, misdirected, undelivered, or garbled entries, registration, votes or messages; or for lost, interrupted or unavailable network, server, Internet Service Provider (ISP), website, or other connections, availability or accessibility or miscommunications or failed computer, satellite, telephone or cable transmissions, lines, or technical failure or jumbled, scrambled, delayed, or misdirected transmissions or computer hardware or software malfunctions, failures or difficulties, or other errors or difficulties of any kind whether human, mechanical, electronic, computer, network, typographical, printing or otherwise relating to or in connection with the Promotion, including, without limitation, errors or difficulties which may occur in connection with the administration of the Promotion, the processing of entries, or registrations, the announcement of the Promotion Payments, or in any Promotion related materials.

For any questions or clarifications please contact support@beanstox.com.

 







$10 New Beanstox PLUS Account Promo Code Promotion 

Updated March 27, 2024

Beanstox may offer Promo Code Programs from time to time. The Beanstox Promo Code Program consists of limited-time promotional offerings. The offerings are described below. Please review to see which promotions are available to you under the Beanstox Promo Code Program, including when you open a Beanstox account for the first time.

Promotion Description
Beanstox is giving $10 reward (“Reward”) during our New Beanstox Plus Account promotion (“Promotion”) for NEW Clients (“Clients”). This Promotion is available to Clients who sign up for Beanstox Plus using an active Promo Code, open, fund and maintain a new Beanstox Plus investment account (“Account”) for at least 30 consecutive days (“Holding Period”). The Promotion may be extended by Beanstox in its sole discretion.  Failure to fulfill all the Terms and Conditions of the Promotion, including maintaining your Account in good standing, will cause the Client to become immediately ineligible for the Promotion.

Learn more about Beanstox’s investment advisory services: Advisory Agreement.

Learn more about Pricing.

Promotion Period
Subject to the terms hereof, the Promotion will be active effective March 12, 2024, and end on April 5, 2024 (“Promotion Period”).

Eligibility

  • Clients must fulfill all the Promotion Terms and Conditions described herein.

  • The Promotion is open to individuals who are US residents and aged 18 years or older as of the date they open an Account.

  • Employees, contractors, and immediate family members of Beanstox and their respective affiliates are not eligible to participate in the Promotion.

  • Participants must have a valid email address to sign up for an Account.

  • Participants must have an active funded Account that remains invested for the entire Holding Period.

  • Clients must open an Account using a Promo Code and fund the Account with their first qualifying investment (minimum $100) by 11:59pm ET April 5, 2024, on the last day of the Promotion, which may be determined or modified by Beanstox its sole discretion.

  • Rewards are paid out as soon as practicable after the end of the Holding Period. Clients who: (i) close their Account during the Holding Period, (ii) have not made at least one successful qualifying investment for at least 30 consecutive days, or (iii) have made a withdrawal during the Holding Period, will not qualify for the Reward. Eligibility determination for Rewards is at the sole discretion of Beanstox.

  • The Reward will be deposited directly into the Client’s Account once the eligibility criteria are met and the Holding Period has expired.

  • Beanstox reserves the right to request additional documentation to verify a Client’s identity or bank account information prior to processing Reward payments.

Beanstox reserves the right to restrict or revoke this offer at any time. The Promotion is subject to change at Beanstox’s sole discretion.

The Promotion is based on actions taken in the App.

Release
By participating, each Client, except where legally prohibited, grants permission to Beanstox and its designees to announce such Client on the Beanstox’s website, social media channels and any other communication channel it deems appropriate, as a Client benefitting from this Promotion  and to use the Promotion information for advertising, trade, and promotional purposes without further compensation, in all media now known or hereafter discovered, worldwide in perpetuity, without notice or review or approval.

General Conditions

  • Beanstox reserves the right to modify, extend, suspend, or terminate the Promotion at any time without prior notice.

  • Beanstox reserves the right to disqualify any Client found to be in violation of the terms and conditions of the Promotion or to have engaged in any form of fraudulent activity.

  • Clients agree to release Beanstox and its affiliates from any liability arising from their participation in the Promotion.

  • The Promotion is subject to all applicable laws and regulations and is void where prohibited.

  • Beanstox is not responsible for lost, late, incomplete, inaccurate, stolen, delayed, misdirected, undelivered, or garbled entries, registration, votes or messages; or for lost, interrupted or unavailable network, server, Internet Service Provider (ISP), website, or other connections, availability or accessibility or miscommunications or failed computer, satellite, telephone or cable transmissions, lines, or technical failure or jumbled, scrambled, delayed, or misdirected transmissions or computer hardware or software malfunctions, failures or difficulties, or other errors or difficulties of any kind whether human, mechanical, electronic, computer, network, typographical, printing or otherwise relating to or in connection with the Promotion, including, without limitation, errors or difficulties which may occur in connection with the administration of the Promotion, the processing of entries, or registrations, the announcement of the Promotion Payments, or in any Promotion related materials.

For any questions or clarifications please contact support@beanstox.com.

 

 

 

 

First Month Free for Beanstox Plus New Clients


Updated February 13, 2024


Beanstox may apply reduced subscription fees, including in connection with promotional programs, in its sole discretion.

Beanstox is offering the first month free beginning on February 16th, 2024, for new clients who sign up for the Beanstox Plus Plan (“Promotion”). Subject to the terms hereof, the Promotion will be active effective February 16th, 2024, until terminated by Beanstox (“Promotion Period”). Clients who open a Beanstox Plus account during the Promotion Period, complete the onboarding process and select the Beanstox Plus plan, will benefit from a one month’s free subscription, whether or not such Clients fund their account.

Beanstox reserves the right to restrict or revoke this offer at any time. Promotional programs are subject to change at Beanstox’s sole discretion.

For any questions or clarifications please contact support@beanstox.com.

Learn About Pricing

 

 

 

 

Priority List Contest


Updated September 12, 2023

Beanstox is sponsoring a contest relating to a Beanstox priority list sign up (the “Priority List”) by Clients, new users and their family and friends. The terms of the contest  are as follows:


Eligibility:

1.1. The Beanstox Priority List contest is open to individuals aged 18 years or older as of the date the Contest begins and be US residents.

1.2. Employees, contractors, and immediate family members of Beanstox and their respective affiliates are not eligible to participate in the contest.

1.3. Participants must have a valid email address to sign up for the Priority List. The email address used must be the same for both the Beanstox investment account and the Priority List contest.

1.4. Participants must have an active (funded) Beanstox investment account that remains active at least 60 days after the end of the contest to be eligible to receive the prize.

1.5. Learn more: Advisory Agreement.


How to Participate:

2.1. To enter the contest, eligible participants must sign up on the Beanstox Priority List using their valid email address.

2.2. Participants earn points to move up in line and increase their chances of winning by

completing the following actions (the “Actions”):

  • Sharing the Priority List communication with friends and family through a unique referral link provided by Beanstox (5 points per successful referral). A successful referral is created when a family or friend uses the unique Beanstox link provided to a Participant to submit their email address to be added to the Priority List.

  • To earn additional points, participants must access Beanstox’s social media platforms via the respective links in each participant’s personalized Priority List contest’s landing page. The landing page can be accessed from (i) the email sent right after a participant signs up on the Priority List, or (ii) whenever a participant signs up on the Priority List from Beanstox’s homepage and is automatically redirected to the personalized landing page. This can only be done once for each social media platform.

  • Visiting with Beanstox’s official Facebook page (1 point).

  • Visiting Beanstox on Twitter (1 point).

  • Visiting with Beanstox’s official Instagram account (1 point).

  • Visiting Beanstox on LinkedIn (1 point).

  • Please also follow, like and share our social medias postings.

Contest Period:

3.1. The contest will commence on July 12, 2023, and conclude on September 30, 2023, at 11:59 pm ET (the “Contest Period”).

3.2. Only Actions performed within the Contest Period are eligible for points accumulation.


Point Calculation:

4.1. Points will be awarded based on the successful completion of Actions.

4.2. Beanstox reserves the right to verify the legitimacy of points earned and disqualify any participant determined by Beanstox, in its sole discretion, to have engaged in fraudulent or manipulative practices.

4.3 Points will be given to participants for referrals after successful valid email submission by the referees with a valid Beanstox unique code provided by the referrer.


Winner Selection and Notification:

5.1. The top 10 participants with the highest accumulated points at the end of the contest and fulfilling all contest conditions will be declared winners following review by Beanstox.

5.2. Winners will be contacted via email within 60 of days following the contest’s conclusion, barring any unforeseen circumstances.

5.3. Winners must have an active Beanstox investment account for at least 60 days to receive the prize with the same email address used for the Priority List contest. The active Beanstox investment account must also be active at the time of the payment of the prizes.

5.4. Prize amounts (described in section 6.2) will be credited to the winners’ Beanstox investment account as soon as practicable after having been determined a winner.

5.5 Except where prohibited, a potential winner will be required to complete and return an affidavit of eligibility and liability/publicity release (“Affidavit/Release”). If the potential winners fail to sign and return the Affidavit/Release within the required time period, an alternate finalist will be selected in his/her place from the point results. By participating, each winner, except where legally prohibited, grants permission for Sponsor and its designees to announce his/her name on the Sponsor’s Website, social media channels and any other communication channel it deems, as a winner and to use his/her name, address (city and state), video, voice and/or other likeness and prize information for advertising, trade, and promotional purposes without further compensation, in all media now known or hereafter discovered, worldwide in perpetuity, without notice or review or approval.


Prize Redemption:

6.1. Winners must have an active Beanstox investment account in good standing in order to receive their prize.

6.2. Up to 10 prize amounts will be awarded to the top ten individuals ranked by points, according to the following schedule: $1,000 for the individual with most points, $900 for 2nd, $800 for 3rd, $700 for 4th, $600 for 5th, $100 for 6th through 10th.  Beanstox reserves the right to substitute prizes of equal or greater value.  All taxes are the responsibility of the winner. In case of a tie, Beanstox will prorate the related prize money to the best of its ability.

Publicity Release:

7.1. By participating in the contest, participants grant Beanstox the right to use their name,

likeness, and any submitted content for promotional purposes without any additional compensation.


General Conditions:

8.1. Beanstox reserves the right to modify, extend, suspend, or terminate the contest at any time without prior notice.

8.2. Beanstox reserves the right to disqualify any participant found to be in violation of the terms and conditions of the contest or to have engaged in any form of fraudulent activity.

8.3. Participants agree to release Beanstox and its affiliates from any liability arising from their participation in the contest.

8.4  The Contest is subject to all applicable laws and regulations and is void where prohibited.

8.5 Beanstox is not responsible for lost, late, incomplete, inaccurate, stolen, delayed, misdirected, undelivered, or garbled entries, registration, votes or messages; or for lost, interrupted or unavailable network, server, Internet Service Provider (ISP), website, or other connections, availability or accessibility or miscommunications or failed computer, satellite, telephone or cable transmissions, lines, or technical failure or jumbled, scrambled, delayed, or misdirected transmissions or computer hardware or software malfunctions, failures or difficulties, or other errors or difficulties of any kind whether human, mechanical, electronic, computer, network, typographical, printing or otherwise relating to or in connection with the Contest, including, without limitation, errors or difficulties which may occur in connection with the administration of the Contest, the processing of entries, or registrations, the announcement of the prizes, or in any Contest-related materials.

Beanstox is using an independent third-party service provider to record participation and tally points for the contest

Unless indicated differently, data is as of 09/30/2024.


*Disclosures

1. Pricing: Free with Beanstox Simple. Learn About Pricing.

2. Power Savings: As of September 30, 2024, traditional US Savings Account Rate: 0.46% (YCharts); T-Bill yield: 5% (YCharts); 5% based on the 30-day SEC yield of the Beanstox short-duration bond portfolio ETF constituents; the 30-day SEC yield is a standard metric defined by the U.S. Securities and Exchange Commission (SEC) and reflects the dividends and interest earned during the period after the deduction of the ETF’s expenses. There are no assurances that this yield will be sustainable in the future. This product invests in one or more ETFs. Results may vary due to expenses and other factors. T-Bill yield as of 09/30/2024 is 5%. Source YCharts.

3. Stocks 500: Where applicable, as of September 30, 2024, S&P 500 return assumes an initial $1,000 investment, 40-year annualized return of 11% (Source: Bloomberg Finance LP). It is not possible to invest directly in an index. This product invests in an ETF aiming to track the S&P 500’s performance. Results may vary due to expenses and other factors. Returns before ETF fees. Diversification is not a guarantee of profit or protection against loss.

4. Wealth Builder: Saving $400/month over 40 years, but not investing and assuming no interest accrual, would accumulate $192,000; however, investing the same $400/month, could add up to over $1million over the same period of time. This projection illustrates a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed annualized returns of 7% or more, compounded monthly, assuming the funds stay invested throughout the investment period.

5. All corporate logos are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.

Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.

All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.

Our site uses cookies and other similar technologies so that we can remember you and understand how you and other visitors use our site. Please see Beanstox Privacy Policy for more information.

© 2024 Beanstox Inc.


Copyright © 2024 Beanstox. All Rights Reserved

Unless indicated differently, data is as of 09/30/2024.


*Disclosures

1. Pricing: Free with Beanstox Simple. Learn About Pricing.

2. Power Savings: As of September 30, 2024, traditional US Savings Account Rate: 0.46% (YCharts); T-Bill yield: 5% (YCharts); 5% based on the 30-day SEC yield of the Beanstox short-duration bond portfolio ETF constituents; the 30-day SEC yield is a standard metric defined by the U.S. Securities and Exchange Commission (SEC) and reflects the dividends and interest earned during the period after the deduction of the ETF’s expenses. There are no assurances that this yield will be sustainable in the future. This product invests in one or more ETFs. Results may vary due to expenses and other factors. T-Bill yield as of 09/30/2024 is 5%. Source YCharts.

3. Stocks 500: Where applicable, as of September 30, 2024, S&P 500 return assumes an initial $1,000 investment, 40-year annualized return of 11% (Source: Bloomberg Finance LP). It is not possible to invest directly in an index. This product invests in an ETF aiming to track the S&P 500’s performance. Results may vary due to expenses and other factors. Returns before ETF fees. Diversification is not a guarantee of profit or protection against loss.

4. Wealth Builder: Saving $400/month over 40 years, but not investing and assuming no interest accrual, would accumulate $192,000; however, investing the same $400/month, could add up to over $1million over the same period of time. This projection illustrates a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed annualized returns of 7% or more, compounded monthly, assuming the funds stay invested throughout the investment period.

5. All corporate logos are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.

Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.

All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.

Our site uses cookies and other similar technologies so that we can remember you and understand how you and other visitors use our site. Please see Beanstox Privacy Policy for more information.

© 2024 Beanstox Inc.


Copyright © 2024 Beanstox. All Rights Reserved

Unless indicated differently, data is as of 09/30/2024.


*Disclosures

1. Pricing: Free with Beanstox Simple. Learn About Pricing.

2. Power Savings: As of September 30, 2024, traditional US Savings Account Rate: 0.46% (YCharts); T-Bill yield: 5% (YCharts); 5% based on the 30-day SEC yield of the Beanstox short-duration bond portfolio ETF constituents; the 30-day SEC yield is a standard metric defined by the U.S. Securities and Exchange Commission (SEC) and reflects the dividends and interest earned during the period after the deduction of the ETF’s expenses. There are no assurances that this yield will be sustainable in the future. This product invests in one or more ETFs. Results may vary due to expenses and other factors. T-Bill yield as of 09/30/2024 is 5%. Source YCharts.

3. Stocks 500: Where applicable, as of September 30, 2024, S&P 500 return assumes an initial $1,000 investment, 40-year annualized return of 11% (Source: Bloomberg Finance LP). It is not possible to invest directly in an index. This product invests in an ETF aiming to track the S&P 500’s performance. Results may vary due to expenses and other factors. Returns before ETF fees. Diversification is not a guarantee of profit or protection against loss.

4. Wealth Builder: Saving $400/month over 40 years, but not investing and assuming no interest accrual, would accumulate $192,000; however, investing the same $400/month, could add up to over $1million over the same period of time. This projection illustrates a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed annualized returns of 7% or more, compounded monthly, assuming the funds stay invested throughout the investment period.

5. All corporate logos are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.

Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.

All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.

Our site uses cookies and other similar technologies so that we can remember you and understand how you and other visitors use our site. Please see Beanstox Privacy Policy for more information.

© 2024 Beanstox Inc.


Copyright © 2024 Beanstox. All Rights Reserved