What are the requirements for the brokerage account promotion?

You need to complete three actions within the first 5 days:

1. Connect 3 accounts
2. Open and fund any brokerage account and keep the funds in your account for at least 30 days.
3. Refer a friend or invite a partner.

Once you complete all these actions within 5 days of opening your account, you'll receive a free 30-minute session with an Origin Planner!