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.
Powered by IBot
If I withdraw only a small amount, will I lose only part of the incentive?
What is the difference between Realized Performance and Mark-to-Market Performance?
What actions can cause me to lose the $100 X Cashtags incentive?
After six months, what happens to the $100 X Cashtags incentive?