What happens if my investments lose value during the six-month holding period?

Market losses during the six-month holding period do not affect eligibility for the X Cashtags incentive. The promotion is based on lifetime funding, not account market value, so a decline in investment value due to market performance will not trigger a clawback of the incentive.

Example: 

  • A client deposits $2,000, receives the incentive, invests the funds, and the investments later decline in value. The client remains eligible as long as they continue to satisfy the program requirements.
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If I withdraw only a small amount, will I lose only part of the incentive?
Do I need to keep the $2,000 in my account after receiving the incentive?
What actions can cause me to lose the $100 X Cashtags incentive?
After six months, what happens to the $100 X Cashtags incentive?