Promotions and Program Terms

Promotions or discounts provided by blooom (the “Promotion” or “Promotions”) are subject to the following terms and conditions: Partners, officers, directors and employees of blooom are not eligible for Promotions, unless otherwise stated. For you to be eligible for a Promotion you must be a new client to blooom and link a manageable account. Promotions are not valid with any other offers and are non-transferrable. Promotions are limited to the first manageable account linked to blooom. The use of multiple Promotions are not allowed and promotions cannot be combined with any other offer. In some cases, promotions may require additional terms and conditions that will be addressed for the specific Promotion.

Referral Program (the “Program”): Once you reach a total of $600 in referral payments or gifts through any blooom Program or Promotion, in any calendar year, you are no longer eligible to participate in the Program or Promotion. If you receive a gift card, you are responsible for all applicable taxes and fees resulting from it, if any. Please consult with a tax advisor for additional information. blooom does not provide tax advice. Review

For anyone participating in a Promotion that attempts to game the system, we will have to part ways and reserve the right to disqualify you from the Promotion. “Gaming the system” includes, but is not limited to, creating fake accounts and/or signing up the same employer-sponsored retirement account or other online account.

Promotions are void where prohibited or restricted by law, or where registration or other requirements would apply but have not been met, or where the methods of participation in the Promotion would be a consideration. All applicable federal, state and local laws apply.

Promotion terms and conditions are subject to change without prior notice. blooom reserves the right to modify or terminate a Promotion at any time and for any reason without notice.

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