You can now sign up to learn about Personal Capital’s investment management services. Complete the phone questionnaire and a follow-up free investment recommendation call to receive a $100 Visa gift card.
The requirements are as follows:
- Sign up for Personal Capital through the offer link
- Link investment or bank accounts with at least $250,000
- Complete the initial phone questionnaire
- Complete the second investment recommendation call (must be completed by October 31, 2022, so it’s best to sign up soon if you’re interested)
- The Visa gift card will be issued by December 31, 2022
We’ve previously introduced Personal Capital, which offers free credit card and bank account management tools, and I personally think it’s very useful. If you don’t want to take part in this promotion, you can still sign up. If you register through our referral link, there is currently a $20 sign-up bonus.
Some terms are below:
Offer available through Oct 31, 2022. 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 for paid investment advisory services by Oct 31, 2022 (a “Recommendation”), then you will receive a $100 Visa®* gift card (the “Gift Card”). The Gift Card will be provided via email no later than Dec 31, 2022 through Thnks.com ("Thnks"), an independent third-party gifting platform. By participating in this promotion, you are agreeing to allow Personal Capital to share your email address with Thnks for Gift Card fulfillment purposes and agreeing that information collected from promotion participants may be used by PCAC or affiliates for marketing or solicitation of paid products or services.
The Gift Card is only available to prospective clients who receive a promotional offer. To qualify as a prospective client, you must: (1) have a minimum of $250,000 in investable assets, (2) not have redeemed a Personal Capital promotion in the previous 24 months, and (3) answer a suitability survey posed at the beginning of the initial call with a Personal Capital Advisor at which time the Advisor (at his or her sole discretion) will make a determination as to whether you qualify as a prospective client for paid advisory services offered by Personal Capital Advisors Corporation. 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.