Guided Investing Cash Bonus Offer

Terms & Conditions

$100 Cash Bonus Offer: Get $100 for new Guided Investing accounts opened and funded between 08/15/2024 and 12/31/2024

To be eligible to receive the Guided Investing cash bonus offer (“Offer”), you must satisfy the following:

• Open your Guided Investing account AND make a minimum “Initial Deposit” of at least $500 into your account by December 31, 2024.
• Open your Guided Investing account through the CommunityAmerica Credit Union (“CommunityAmerica”) online banking application.
• Keep your Guided Investing account funded with at least the Initial Deposit for 90 consecutive days after the date Copper Financial receives your Initial Deposit to qualify for the Offer.
• Fund the account with the Initial Deposit within 60 days of opening your Guided Investing account.
• Transfer your Initial Deposit into your Guided Investing account from a checking or savings account at CommunityAmerica, or through an external account via Plaid.
• Transfers made from current accounts you have with Copper Financial are not eligible for the Offer.
• Must not have closed any Guided Investing accounts 12 months prior to the beginning of this Offer. 
• Be a current CommunityAmerica member.

After your Guided Investing account has been funded for 90 consecutive days, CommunityAmerica will pay a $100 cash bonus to your share account at CommunityAmerica within two weeks. Your Guided Investing account and your share account at CommunityAmerica must be open and funded at the time the cash bonus is paid.

The Offer is only valid on Guided Investing accounts. Other accounts available through Copper Financial are not eligible for the Offer. The Offer is only valid on individual, joint, Traditional IRA or Roth IRA Guided Investing accounts. Employees of Copper Financial, CommunityAmerica, and any subsidiary of CommunityAmerica are eligible to qualify for the Offer. You are responsible for selecting the account registration that is appropriate based on your personal situation. Existing members with an open Guided Investing account and no closed Guided Investing accounts 12 months prior to the beginning of the Offer are eligible to open an additional Guided Investing account and qualify for the Offer. Limit one Offer per member, regardless of the number of accounts opened and funded during the offer period.

You should consider the features of a Guided Investing account prior to account opening. This Offer does not constitute a recommendation by Copper Financial as to whether a Guided Investing account is appropriate for your personal situation.

All investing involves risk, including the possible loss of money you invest. Past performance is not a guarantee or indication of future performance.

For additional information on Guided Investing please see our Frequently Asked Questions and our Additional Disclosures. If you have questions about Guided Investing, please contact us at [email protected] or 833.542.6509.

Cash bonuses credited to your CommunityAmerica account associated with your social security number or tax identification number, as applicable, totaling $600 or more within a calendar year will appear on your consolidated Form 1099. You should consult with your tax professional about appropriate tax reporting and treatment relating to this cash bonus. Any taxes resulting from the cash bonus are your responsibility.

Terms & Conditions are subject to change and this offer may be withdrawn without notice. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.

Guided Investing is an investment advisory service offered by Copper Financial Network, LLC (“Copper Financial”), an SEC registered investment adviser. Brokerage services for Guided Investing are offered by Copper Financial, member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”). Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers.  

See the Guided Investing Wrap Fee Program Fee Brochure for a full discussion of all associated fees and expenses. Account minimums and fees for products available through a Wealth Advisor vary by product. Please speak with a Wealth Advisor for detailed information.

All investing involves risk, including the possible loss of money you invest. Past performance is not a guarantee or indication of future performance. For additional information on Copper Financial and Guided Investing please see our Customer Relationship Summary, Guided Investing Wrap Fee Program Brochure, and our Guided Investing Disclosures.

If you have questions about Guided Investing, please contact us at [email protected] or 833.542.6509.

Investment products offered by Copper Financial: