Terms and Conditions

You must agree to the following terms and conditions in order to receive referral bonuses for inviting your friends who might be interested in our service. These terms and conditions are in addition to the Vint Terms of Use and Privacy Policy.

Through the Vint Referral Pilot Program you can invite friends to sign up for a Vint account by sending them an invitation. Please send invites only to people you know personally. Vint will send one invite email on your behalf to each friend you invite via the Invitation Program email sending interface on https://Vint.referral-factory.com/bXvWk5/join : (1) in your name; and/or (2) with your name. You will also be provided with a unique link that you may share with your friends.

For each "Qualifying New Account" (as defined below) Vint will offer you the choice of a $10 Amazon Gift Card or $10 sent via Paypal. In addition, if any of the individuals you invite ultimately create a Qualifying New Account before the end of the invitation period (as described below), Vint will offer he or she the choice of a $10 Amazon Gift Card or $10 sent via Paypal.

The maximum value of the referral bonuses you can earn from accepted invites resulting in a Qualifying New Account is capped at $50 for the Vint Referral Pilot Program. There is no purchase or investment necessary by your invited friends in order for you to receive the referral bonus. Vint reserves the right to pause or suspend the referral program at any time.

Subject to the limitations above, a "Qualifying New Account" is a new individual Vint account opened by your Vint invited friend using the special designated link from your invitation, which your invited friend passes the investor account and has an “Approved” investor status and linked funding account within 30 days of confirming receipt of the invite link by providing their email address on the Vint Platform (the "invitation period"). Vint is not responsible for incorrect entry or other failure on the part of your invited friends to meet the standards of a Qualifying New Account.

You understand we will inform your friend you are a client of our firm and that we are offering a referral bonus for you as a result of the invitation. We will also inform your friend if you are an employee of the firm. We will not reveal any other information about you or your account(s) at our firm. All existing terms of our Privacy Policy and our privacy obligations to you shall apply.

Not all invitations will be considered valid. For example, your friend(s) may receive multiple invitations because we have clients who provide us with duplicative information for invitations, and we can't promise your friend(s) will respond to the invitation based on the information we receive from you. Also, your friend(s) may decide independently to open an account directly with our firm, or they might already have a Vint account when they receive the invitation. We might also change the invitation program in the future for existing and/or new clients. We reserve the right, in our sole discretion, to determine that fee waivers are not warranted, and/or to change the terms of the invitation program with or without notice to you.

This invitation program is not valid with any other offers and is non-transferrable. Offer available to U.S. residents only. Vint reserves the right to terminate this offer at any time for any reason, to limit the amount of fee waivers you are eligible to receive, and to refuse or recover any fee waiver if Vint determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, investor check, or connecting the bank account or that any rules or regulations would be violated.

By accepting these terms and conditions and participating in this invitation program you acknowledge certain information so that we can ensure your eligibility. Specifically, you represent to us that:

1. you aren't otherwise in the investment advisory or brokerage business (or, if you are, then your job function is not related to this invitation activity or to the financial management of your friend(s)' assets), and you will not provide investment advice to any individual in connection with this invitation program;
2. you aren't a government entity, or an agent of such entity acting on its behalf;
3. you will comply with the requirements for this invitation program described here, and any securities laws that may apply;
4. you don't have any SEC orders issued against you under section 203(f) of the Investment Advisers Act of 1940 (the "Act") or otherwise; have not been convicted of a felony or misdemeanor involving any securities law violation, including any conviction within the previous ten years of any felony or misdemeanor involving conduct described in section 203(e)(2)(A) through (D) of the Act; have not been found by the SEC to have engaged, or have been convicted of engaging, in any of the conduct specified in paragraphs (1), (5) or (6) of section 203(e) of the Act, and, you are not subject to any order, judgment or decree described in section 203(e)(4) of the Act;
5. we may conduct due diligence on you to confirm any of the above information; and
6. you will promptly notify us if any of items 1) through 5) above change.