Our referral program allows you to invite your friends to use Passfolio and earn rewards. For every friend you invite that creates an account and deposits at least US$25 in dollars or US$50 in cryptocurrencies (via Passfolio Financial*), you will each earn a random asset in the amount of US$1 up to US$100.
How to participate?
Inviting people you know to become global investors is easy:
Get your link You can find it in the “Account” menu in the app:
Share your link Send your referral link to your friends and tell them how easy it is to become a global investor.
Invite your friends To take their investments abroad, your friends just need to download the app using your link, create an account and deposit at least US$25 in dollars or US$50 in cryptocurrencies via Passfolio Financial.*
Earn your reward After your friend opens a Passfolio account and deposits the minimum amount, you will each earn a random asset in the amount of US$1 up to US$100
Wait for our confirmation email that your reward is on the way and reach out to us if you have any questions!
What do I get from participating?
With only US$25 in dollars or US$50 in cryptocurrencies via Passfolio Financial*, you can earn up to $100!
See your chances of winning below:
$100 - 1 in 400 chance
$75 - 1 in 300 chance
$50 - 1 in 200 chance
$25 - 1 in 100 chance
$5 - 1 in 50 chance
$1 - standard reward
See participation rules below:
The referrer and the referred must be different people.
To earn rewards from referrals, you need to have a valid and approved account in the Passfolio app.
Referrals are only counted if the person invited creates a valid Passfolio account and deposits at least US$25 in dollars or US$50 in cryptocurrencies via Passfolio Financial* after having used the referrer’s link to download the app.
You and your friend may not receive the same asset since they are chosen randomly.
Passfolio users may receive up to US$500 in rewards per year. However, even after receiving the maximum amount, friends you invite can still receive a random asset.
The referral reward will be credited to the enrolled account within approximately one week after the referral is successful.
Rewards will be given to participants a random asset credited in their accounts, worth the value of the reward by the time the stock was purchased. Due to market conditions, the reward value may vary once the buy order for the asset reward is executed.
When the referral conditions are met, the referral reward will be given as a share of a randomly selected stock from the top traded stocks among users in the Passfolio app, including AAPL, ACB, AMZN, BABA, BAC, BRK.B, CGC, DIS, EQNR, FB, GOOG, GOOGL, JNJ, MSFT, NVDA, TSLA, UBER and XP.
There is an approximately 96% chance of the referral reward having a value of US$1, an approximately 2% chance of the referral reward having a value of US$5, an approximately 1% chance of the referral reward having a value of US$25, an approximately 0.5% chance of the referral reward having a value of US$50, an approximately 0.33% chance of the referral reward having a value of US$75, and an approximately 0.25% chance of the referral reward having a value of US$100, based on the price of shares at the time of purchase.
You will not be able to change the reward, but if you decide to sell your gifted stock, you’re allowed to do so three trading days after you receive it. You can use the proceeds from the sale towards other stocks that you want to invest in.
If you sell your stock or receive any cash reward from Passfolio, you have to keep the cash value of the stock or the cash reward in your account for at least 30 days before withdrawing it. After the thirty-day window, there are no restrictions on the proceeds. The cash value of the stock is determined by the price of the stock at the time you received it.
If you receive a stock reward, you are responsible for all applicable taxes and charges resulting from it.
Passfolio may suspend or terminate the referral program or a person's ability to participate in the program at any time for any reason.
Passfolio reserves the right to suspend users or deny any rewards if we notice any activity that we believe is abusive or fraudulent. We also reserve the right to modify the rules of this referral program at any time without prior notice.
*Passfolio is the brand name of Panchain, Inc. Passfolio Securities LLC and Passfolio Financial LLC are fully-owned subsidiaries of Panchain, Inc.
Securities and cryptocurrencies are very different types of assets. Cryptocurrencies are not securities.
Purchasing cryptocurrencies comes with a number of risks. Please read Passfolio Financial Cryptocurrency Risk Disclosure. Currency and cryptocurrency exchange services provided by Passfolio Financial LLC (“Passfolio Crypto”), a US Money Services Business registered with FinCEN. Passfolio Financial LLC is not a broker dealer. Cryptocurrencies are not protected by either FDIC or SIPC. Securities products and services offered to self-directed investors through Passfolio Securities LLC Member FINRA / SIPC. Securities products and services offered to self-directed investors through Passfolio Securities LLC Member FINRA / SIPC. Passfolio Securities, LLC does not provide cryptocurrency-related services. Passfolio Securities LLC is a member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.
Investors should consider the investment objectives, risks, and charges and expenses of an Exchange Traded Fund ("ETF") carefully before investing. Before investing in any ETF, you should consider its investment objective, risks, charges and expenses. Contact us at email@example.com for a prospectus containing this information. Read it carefully.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund. Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. ETFs are subject to risks similar to those of stocks. Some specialized exchange-traded funds can be subject to additional market risks. Leveraged and inverse exchange-traded products are not designed for buy and hold investors or investors who do not intend to manage their investment on a daily basis. These products are for sophisticated investors who understand their risks (including the effect of daily compounding of leveraged investment results), and who intend to actively monitor and manage their investments on a daily basis. Be sure to consider your own financial situation, perform thorough research, and consult with a qualified tax professional before making any investment decisions concerning REITs. Investments in REITs and other real estate securities are subject to similar risks as direct investments in real estate. The real estate industry is particularly sensitive to economic downturns.
Passfolio Advisers, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission (“SEC”).
Passfolio is the brand name of Panchain, Inc. Passfolio Securities LLC, Passfolio Financial LLC, and Passfolio Nigeria Limited are fully-owned subsidiaries of Panchain, Inc. Passfolio Nigeria is registered with the Nigeria Corporate Affairs Commission.
To purchase securities using cryptocurrencies, you must first convert it into U.S. Dollars using Passfolio Financial LLC. You must then move the U.S. Dollar proceeds to your brokerage account at Passfolio Securities LLC where you can use it to buy securities.
Online trading has inherent risk due to system response, execution price, speed, liquidity, market data and access times that may vary due to market conditions, system performance, market volatility, size and type of order and other factors. An investor should understand these and additional risks before trading. Content, news, research, tools, market data and securities symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy. The information provided is not warranted as to completeness or accuracy and is subject to change without notice. The information provided should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, are not guaranteed for accuracy or completeness, do not reflect actual investment results and are not guarantees of future results. All investments involve risk, losses may exceed the principal invested, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Consider the investment objectives, risks, charges, and expenses of a fund before investing. Contact us for a prospectus containing this information. Please remember that diversification is not an investment strategy without risk, and in certain circumstances, it may not fit your investment objectives. Past performance is no guarantee of future results. Certain services (“Services”) offered through our mobile app are offered only in jurisdictions where it is legal to do so. The availability of the Services over the Internet is not a solicitation for or offering of the Services to any person in any jurisdiction where such solicitation or offering is illegal. We reserve the right to limit the availability of the Services to any person, geographic area, or jurisdiction, at any time and in our sole discretion. We make no representation that the Services are appropriate or available for use in locations outside of United States, or that accessing our mobile app is legally permitted in countries or territories where the Services may be illegal. If you access the Services from other locations, you do so at your own risk and are responsible for compliance with local laws. In particular, we are not authorized by the Brazilian Securities and Exchange Commission (CVM) to offer securities distribution services to investors who reside, are domiciled or incorporated in the Federative Republic of Brazil. The Services are not specifically directed to investors who reside, are domiciled or incorporated in the Federative Republic of Brazil and should not be understood as an offer of services directed to such investors. According to CVM's Legal Opinion No. 33, dated September 30, 2005, Passfolio contracted RB Capital Investimentos Distribuidora de Títulos e Valores Mobiliários Ltda. ("RB Investimentos"), a Brazilian securities distributor duly authorized by the Central Bank of Brazil and the CVM, through which RB Investimentos makes Passfolio's services available to investors resident, domiciled or incorporated in the Federative Republic of Brazil. The services provided by RB Investimentos should not be understood as an offering of securities directed to such investors. Although RB Investimentos has been hired to provide Passfolio's services, Passfolio offers its services exclusively in the United States and under the rules and regulations applicable in that country. As these services are investments made directly in the United States through Passfolio, they are not registered with or subject to the supervision of the CVM or any other Brazilian regulatory agency, so the investor must have knowledge of the language and local regulation. Investors resident, domiciled or incorporated in the Federative Republic of Brazil who have become or will become clients of Passfolio through RB Investimentos may contact the following e-mail addresses: firstname.lastname@example.org / email@example.com
Where an investment is denominated in a currency other than the investor’s currency, changes in rates of exchange may have an adverse effect on the value, price of, or income derived from the investment.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
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Check Passfolio Advisers LLC information on the SEC’s IAPD.
Trademarks and logos are the property of their respective owners and do not represent endorsements of any kind. Unless otherwise noted, Passfolio Securities, LLC and its affiliates are not partners, affiliates, or licensees of these companies.
Passfolio Pro is a subscription program managed by Panchain Inc. Passfolio Pro’s currency and cryptocurrency exchange services are provided by Passfolio Financial LLC (“Passfolio Crypto”), a US Money Services Business registered with FinCEN. Passfolio Pro’s securities products and services are offered to self-directed investors through Passfolio Securities LLC Member FINRA / SIPC. Passfolio Pro’s investment advisory services are offered through Passfolio Advisers, LLC, a registered investment adviser registered with the United States Securities and Exchange Commission (“SEC”).
Passfolio Securities, LLC Member FINRA/SIPC V.10 6/28/2021