April 2020 Referral Bonus Terms – $100 for 3 UNest Referrals

Referrals must sign up on or after 04/01/2020 and have a verified account in good standing and make a minimum investment of $25 into their UNest 529 account before 04/30/2020. Bonuses are paid out by 05/15/2020. Referees and Referrers who close their account before 05/15/2020, make an investment that results in a reversal from their bank, or accounts that are otherwise not in good standing will not qualify for the promotion.  Referral awards are made at the sole discretion of UNest.  All referrals must be made in accordance with the UNest Referral Agreement and Referral Promotion Terms and Conditions.

You may make a withdrawal on principal from your UNest account at any time; however, the $100 bonus will not be eligible for withdrawal for 90 days from the date it was paid. Accounts that are otherwise not in good standing will not qualify for the promotion. This can include not passing AML or KYC requirements or providing invalid banking information. All investments must be made in accordance with the UNest terms and conditions.

Referral bonuses are a limited time offer. Rewards are in the form of a purchase of investments in your UNest account. Investments are purchased once your account is approved and you have completed your first investment. UNest defines an account in good standing as a verified account with a successful investment. UNest reserves the right to restrict or revoke this offer at any time. Reward amount subject to change at the discretion of U-Nest Holdings Inc.

These terms were created by UNest Holdings, Inc., an SEC Registered Investment Advisor. UNest does not provide investment advice on investments that are guaranteed by a bank or otherwise, or that are FDIC-insured. Investing involves risk and investments may lose value. Please consider your objectives, 529 plan tax considerations, and UNest pricing before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature. UNest does not provide brokerage services. See UNest Brochure for additional information about risks. Read more important disclosures.

May 2020 Referral Bonus Terms – $100 for 3 UNest Referrals

Referrals must sign up on or after 05/01/2020 and have a verified account in good standing and make a minimum investment of $25 into their UNest 529 account before 05/31/2020. Bonuses are paid out by 06/15/2020. Referees and Referrers who close their account before 06/15/2020, make an investment that results in a reversal from their bank, or accounts that are otherwise not in good standing will not qualify for the promotion.  Referral awards are made at the sole discretion of UNest.  All referrals must be made in accordance with the UNest Referral Agreement and Referral Promotion Terms and Conditions.

You may make a withdrawal on principal from your UNest account at any time; however, the $100 bonus will not be eligible for withdrawal for 90 days from the date it was paid. Accounts that are otherwise not in good standing will not qualify for the promotion. This can include not passing AML or KYC requirements or providing invalid banking information. All investments must be made in accordance with the UNest terms and conditions.

Referral bonuses are a limited time offer. Rewards are in the form of a purchase of investments in your UNest account. Investments are purchased once your account is approved and you have completed your first investment. UNest defines an account in good standing as a verified account with a successful investment. UNest reserves the right to restrict or revoke this offer at any time. Reward amount subject to change at the discretion of U-Nest Holdings Inc.

These terms were created by UNest Holdings, Inc., an SEC Registered Investment Advisor. UNest does not provide investment advice on investments that are guaranteed by a bank or otherwise, or that are FDIC-insured. Investing involves risk and investments may lose value. Please consider your objectives, 529 plan tax considerations, and UNest pricing before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature. UNest does not provide brokerage services. See UNest Brochure for additional information about risks. Read more important disclosures.

June 2020 Referral Bonus Terms – $100 for 3 UNest Referrals

Referrals must sign up on or after 06/01/2020 and have a verified account in good standing and make a minimum investment of $25 into their UNest 529 account before 06/30/2020. Bonuses are paid out by 07/15/2020. Referees and Referrers who close their account before 07/15/2020, make an investment that results in a reversal from their bank, or accounts that are otherwise not in good standing will not qualify for the promotion.  Referral awards are made at the sole discretion of UNest.  All referrals must be made in accordance with the UNest Referral Agreement and Referral Promotion Terms and Conditions.

You may make a withdrawal on principal from your UNest account at any time; however, the $100 bonus will not be eligible for withdrawal for 90 days from the date it was paid. Accounts that are otherwise not in good standing will not qualify for the promotion. This can include not passing AML or KYC requirements or providing invalid banking information. All investments must be made in accordance with the UNest terms and conditions.

Referral bonuses are a limited time offer. Rewards are in the form of a purchase of investments in your UNest account. Investments are purchased once your account is approved and you have completed your first investment. UNest defines an account in good standing as a verified account with a successful investment. UNest reserves the right to restrict or revoke this offer at any time. Reward amount subject to change at the discretion of U-Nest Holdings Inc.

These terms were created by UNest Holdings, Inc., an SEC Registered Investment Advisor. UNest does not provide investment advice on investments that are guaranteed by a bank or otherwise, or that are FDIC-insured. Investing involves risk and investments may lose value. Please consider your objectives, 529 plan tax considerations, and UNest pricing before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature. UNest does not provide brokerage services. See UNest Brochure for additional information about risks. Read more important disclosures.

July 2020 Referral Bonus Terms – $500 for 5 UNest Referrals

Referrals must sign up on or after 07/01/2020 and have a verified account in good standing and make a minimum investment of $25 into their UNest 529 account before 07/31/2020. Bonuses are paid out by 08/15/2020. Referees and Referrers who close their account before 08/15/2020, make an investment that results in a reversal from their bank, or accounts that are otherwise not in good standing will not qualify for the promotion.  Referral awards are made at the sole discretion of UNest.  All referrals must be made in accordance with the UNest Referral Agreement and Referral Promotion Terms and Conditions.

You may make a withdrawal on principal from your UNest account at any time; however, the $500 bonus will not be eligible for withdrawal for 90 days from the date it was paid. Accounts that are otherwise not in good standing will not qualify for the promotion. This can include not passing AML or KYC requirements or providing invalid banking information. All investments must be made in accordance with the UNest terms and conditions.

Referral bonuses are a limited time offer. Rewards are in the form of a purchase of investments in your UNest account. Investments are purchased once your account is approved and you have completed your first investment. UNest defines an account in good standing as a verified account with a successful investment. UNest reserves the right to restrict or revoke this offer at any time. Reward amount subject to change at the discretion of U-Nest Holdings Inc.

These terms were created by UNest Holdings, Inc., an SEC Registered Investment Advisor. UNest does not provide investment advice on investments that are guaranteed by a bank or otherwise, or that are FDIC-insured. Investing involves risk and investments may lose value. Please consider your objectives, 529 plan tax considerations, and UNest pricing before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature. UNest does not provide brokerage services. See UNest Brochure for additional information about risks. Read more important disclosures.

 

Disclosure

College Savings Calculator is a hypothetical tool that demonstrates how monthly contributions, age-based asset rebalancing, and tax savings may impact the long-term value of your account, and do not take into account a portfolio’s underlying investment management fees. Calculations assume the private institution cost inflation is 2.8%, public out of state cost inflation is 3.9%, public in state cost inflation is 2.7%. Portfolio is assumed to have only stocks and bonds. Monthly equity returns are based on the historical data from the 10-year track record of the stock market (SPY). Monthly fixed income returns are based on the historical data from the 10-year track record of the bond market index (AGG). The current college expenses are provided by the collegeboard.org. Actual account performance may differ due to market fluctuations, changes in recurring investments, and asset allocation. The information provided here is for illustrative purposes only and does not represent actual or future performance of any investment option and is not intended to predict or project the investment performance of any security or index.