Terms and Conditions
You must agree to the following terms and conditions in order to receive an advisory fee waiver when opening a “Qualifying New Account” (as defined below). For each Qualifying New Account, Fundrise Advisors LLC will waive its fees applicable to your Fundrise account for a certain period of time, as determined by Fundrise Advisors LLC.
The advisory fee waiver offer is only valid for selected individuals who are not currently invested in Fundrise, open a Qualifying New Account, and fulfill the conditions of the reward program. Individuals must be targeted with the offer in order to be eligible. The advisory fee waiver will be applied to the Qualifying New Account shortly after the initial investment settles.
A Qualifying New Account is (i) a new individual Fundrise account opened by you through the reward program page (or advertisement), and (ii) through which an initial investment meeting the minimum amount indicated in the reward program (if required) and within the timeframe mentioned in the reward program and such transaction has settled. Please note, (i) the advisory fee waiver is not available to individuals who invest through an IRA, and (ii) by signing up as an investor on the Fundrise platform, individuals become a client of Fundrise Advisors LLC. Fundrise is not responsible for incorrect entry or other failure on the part of the investor to meet the standards of a Qualifying New Account.
Advisory fee waivers only apply to management fees charged by Fundrise Advisors LLC for investment advisory services and does not include any fees and expenses charged by Fundrise Advisors LLC or its affiliates to the individual funds available on the Fundrise Platform and held in your Fundrise Account.
The advisory fee waiver offer is not valid with any other offers and is non-transferrable. The offer is available to U.S. residents only. Fundrise Advisors LLC reserves the right to change the offer terms or terminate this offer at any time without notice for any reason, to limit the amount of advisory fee waivers you are eligible to receive, and to refuse or recover any advisory fee waiver if Fundrise Advisors LLC determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the Qualifying New Account or connecting the bank account, that any rules or regulations would be violated, or that any terms of the Fundrise Client Agreement have been violated. Other restrictions may apply.
