Last Updated: 11/20/2020

Ahead Referral Terms and Conditions

Terms and Conditions

Offer is valid only for customers who qualify for and open a new Ahead Financials account on or before June 1, 2021. Only one qualifying account per customer. Referral bonus rules: (1) Sign up for the Ahead Financials Waitlist and receive a “refer-a-friend” referral link; (2) Use your referral link to refer friends; (3) If you haven’t already, download the Ahead Financials app, qualify for and open an account using the same email used for the waitlist, and login; (4) For each friend you referred who uses your unique link at Ahead Wait List SignUp, downloads the app, qualifies for and opens an account, and deposits a total of $100 or more in their account within 45 days after opening, you will receive $10 into your account and your friend will receive $20 into theirs. Maximum of $500 in rewards per customer. To receive a referral bonus, your account must not be closed, restricted, or have a negative balance at the time of payout. Allow up to 14 days after your referred friend’s account meets the $100 deposits requirement for payout. This offer and any of its terms may be modified or withdrawn at any time and without notice.

IRS reporting: Customer is responsible for any federal, state, and local taxes due to the referral bonus(es). We will report bonus amounts to the appropriate taxing authority as required by applicable law. Customer should consult a tax advisor.

Ahead Financials is not insured by the Federal Deposit Insurance Corporation (FDIC). Banking services are provided by an FDIC bank.