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Terms and Conditions

This promotion (“Promotion”) is available to customers of TradeZero America, Inc. (“TZA”) (United States), TradeZero, Inc. (“TZI”) (Bahamas); and TradeZero Canada Securities ULC (“TZC”) (Canada), (collectively the “TradeZero Broker Dealers”). Do not participate in this Promotion if you do not agree with all of the following terms and conditions.

Eligible Account Holders

The Promotion is available to all current and new TZA, TZI, and TZC account holders (“Eligible Account Holder”) who fund their TradeZero account with a single deposit equal to or greater than $1,000 (USD) in immediately available funds received by an applicable TradeZero Broker Dealer (“Eligible Deposit”) during the Promotion Period (defined below).

Promotion Period

The Promotion shall begin at 7:00am Eastern Time on December 20, 2023. The cut off time for an account holder to complete an Eligible Deposit is 2:30pm Eastern Time on December 29, 2023. Any otherwise Eligible Deposit completed within 48 hours prior to 7:00am Eastern Time on December 20, 2023 shall qualify the TradeZero Broker Dealer account holder for the Promotion.

1% Account Deposit Bonus

All Eligible Account Holders will receive in their TradeZero Broker Dealer account a 1% deposit bonus (“Deposit Bonus”) for their Eligible Deposit with a maximum bonus amount of $5,000.00 (USD). The Deposit Bonus will be allocated to the Eligible Account Holder’s TradeZero Account on the next business day immediately following a sixty (60) day period beginning on the day after the Promotion ends. The following schedule illustrates common deposit amounts and their corresponding Deposit Bonus:

Trading Education Awards

All Eligible Account Holders will also automatically receive a free one-month subscription to the following third-party trading educators (collectively, the “Educators”):

• TWOWS (https://www.twowsofficial.com/about-3) and (https://discord.com/invite/EGvEXcG5aP) - Join 20+ year equities trader, Santosh Mesta, in his small account challenge discord to receive daily live market commentary and mentorship.
• Benzinga Pro (https://www.benzinga.com/pro/) - an intuitively designed workspace for delivering powerful market insight. Learn what pro traders are trading in real time, discover what stories are moving the market, have market news read out to you and access Benzinga's stock scanner.
• LPQ Strategy (https://lpqtrades.com/) - Empower your trading journey with the LPQ approach, crafted to mitigate risks and leverage market volatility. Led by Richie Naso, a Wall Street veteran with over 40 years in the securities trading industry.
• Felix Frey - Get full access to premium trade ideas, daily set-ups, education, and a suite of tools to help you find the best trade ideas on your own.

Educators may require Eligible Account Holders to agree to separate terms of and conditions to receive an Educator’s services. TradeZero Broker Dealers are not responsible for or liable to any Eligible Account Holder for any Educator’s terms and conditions.

Claiming The Deposit Bonus and Training Education Awards

Following the completion of an Eligible Deposit, TradeZero Broker Dealer personnel will email Eligible Account Holders to notify them that they have qualified for the Promotion Awards. They will also share Eligible Account Holder contact information with the Educators to allow them to confirm Training Education Awards.

Restrictions

This Promotion is only available to Eligible Account Holders. This Promotion is not open in any jurisdiction where TradeZero Broker Dealers are not authorized to do business, where their products and services would be contrary to the laws, rules and regulations governing the securities industry or where otherwise prohibited by the local laws, rules, and regulations of any applicable jurisdiction. Employees of NYSE Arca Equities, NYSE American, and Nasdaq Stock Market are not eligible for this promotion.

ACAT transfers or other transfers of securities to a TradeZero Broker Dealer account do not satisfy the Eligible Deposit requirement. Multiple account deposits cannot be combined to meet the requirements of an Eligible Deposit.

A TradeZero Broker Dealer may, at its sole discretion, rescind the Account Deposit Bonus and the Promotion Education Award if an Eligible Account Holder completes one or more withdrawal from their TradeZero account within ninety (90) of their Eligible Deposit that leaves their TradeZero Account with a balance below the amount of their relevant Eligible Deposit.

Responsibility for Taxes

Eligible Account Holders are solely responsible for any and all tax payment and reporting obligations that may arise as a result of participating in the Promotion, including for any of the Promotion Awards. The TradeZero Broker Dealers, their parent companies, their affiliates, and subsidiaries (collectively, the “TradeZero Entities”) shall not be liable or responsible for any tax payments on behalf of the Eligible Account Holders. However, TradeZero reserves the right to withhold or report on any Promotion Award to the extent required by law.

Privacy Policy

Eligible Account Holders understand and agree that the TradeZero Broker Dealers will capture, use, and process personal data in accordance with the applicable TradeZero Broker Dealer's privacy policy and according to such policies, the TradeZero Broker Dealers will communicate certain Eligible Account Holder information to the Educators to facilitate the provision of the Trading Education Awards.

Non-Affiliation with Educators

The TradeZero Entities have no affiliation with, or common ownership or control with any of the Educators. TradeZero Entities neither affirm nor endorse any opinions or information expressed by the Educators on their websites, social media channels, or other communications (collectively, “Educator Content”). The TradeZero Entities make no warranties with respect to the truth or accuracy of any information presented in any Educator Content, which should not be considered trading or investment advice or recommendations from the TradeZero Entities.

Disputes

By participating in the Promotion, Account Holder agrees that the maximum amount in controversy to be awarded in any dispute with the TradeZero Entities is the cash value of any applicable Promotion awards. All disputes arising out of the Promotion shall be governed by the Account Holder's customer agreement with the applicable TradeZero Broker Dealer.

Disclaimer:

Trading securities can involve high risk and potential loss of funds. Furthermore, trading on margin is for experienced investors and traders only as the amount you may lose can be greater than your initial investment. Likewise, short selling as a securities trading strategy is extremely risky and can lead to potentially unlimited losses. Options trading is not suitable for all investors as it can involve risk that may expose investors to significant losses. Please read the Characteristics and Risk of Standardized Options, also known as the options disclosure document (ODD) at https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document before deciding to engage in options trading.

A call option gives the option buyer the right but not the obligation to buy the underlying security of the option at the strike price. In contrast, a put option gives the owner the right to sell the underlying security at the strike price. The purchaser of call or a put option risks the cost of the option premium that they paid if the option expires out of the money or it never exercised. The seller of a call option, in the case of an assigned covered call, risks the loss of the underlying security and, in the case of an assigned naked call, risks the cost of purchasing the underlying security at prevailing market rates. The seller of a put option, in the case of a cash-secured put, risks the premium received for the put and the cash cost to pay for the underlying security, and in the case of a naked put, risks the cost of purchasing the underlying security at a price higher than market value. TradeZero provides self-directed brokerage accounts to customers through its operating affiliates: TradeZero America, Inc. (“TZA”), a United States broker dealer, registered with the Securities and Exchange Commission (SEC) and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC); TradeZero, Inc., a Bahamian broker dealer, registered with the Securities Commission of the Bahamas; and TradeZero Canada Securities ULC, a Canadian broker dealer, member firm of the Investment Industry Regulatory Organization of Canada (IIROC) and member of the Canadian Investor Protection Fund (CIPF).
TWOWS and Benzinga are paid marketing partners of TradeZero and may receive compensation for introducing customers to TradeZero.