TERMS AND CONDITIONS
Updated August 27, 2026
1.1 Grantd Equity Inc. ("Grantd," "we," or "us") offers this referral incentive program (the “Program”) under which existing clients of Grantd’s software platform may refer other investment advisors or wealth management professionals (each, a “Referred Advisor”) to Grantd.
1.2 Eligibility to participate as a “Referrer” is limited to individuals who are current, active clients of Grantd in good standing at the time of referral.
1.3 Employees and contractors of Grantd and of its affiliates, and the immediate family members of such employees and contractors, are not eligible to participate in the Program as a Referrer or as a Referred Advisor.
1.4 The Program is open to participants located in the United States only.
1.5 This Program relates solely to referrals into Grantd’s software subscription product. It is not, and should not be construed as, an offer, solicitation, or referral relating to investment advisory services offered by Grantd Wealth, Inc., a separate and independently operated affiliate. Participation in this Program does not create, and is not intended to create, any advisory relationship with Grantd Wealth, Inc.
2.1 To make a referral, a Referrer introduces Grantd to a prospective Referred Advisor, including by forwarding Grantd’s referral communications to that person.
2.2 The Program does not use unique referral links or codes. A referral is recorded only when the Referred Advisor identifies the Referrer by name directly to Grantd at the time the Referred Advisor signs up for Grantd’s platform. Grantd is not responsible for, and will not honor, any claim of referral that is not confirmed in this manner.
2.3 A Referrer may refer an unlimited number of Referred Advisors and is eligible for a separate Reward for each Referred Advisor who qualifies under Section 3 below.
3.1 A Referrer earns a Reward when a Referred Advisor identified under Section 2.2 signs a Grantd subscription and/or services agreement with a minimum term of 12 months and such Referred Advisor has paid their first invoice.
3.2 The Reward is a $250 Amazon.com Gift Card, paid to the Referrer as an individual. Where a Referrer is affiliated with a firm, the Reward is payable to the Referrer personally and not to that firm.
3.3 Grantd will process and deliver the Reward within 20 business days of confirming a Qualifying Referral.
3.5 Gift cards are subject to the terms and conditions of the issuing card program. Once issued, gift cards are non-transferable and are not redeemable for cash.
4.1 The Reward may be taxable income to the Referrer. Each Referrer is solely responsible for any tax liability arising from receipt of a Reward.
4.2 Before issuing a Reward, or before a Referrer’s cumulative Rewards in a calendar year reach $600, whichever occurs first, Grantd (or its designated program administrator) will request that the Referrer complete and submit a Form W-9.
4.3 Grantd will track each Referrer’s cumulative Rewards on a calendar-year basis and will issue an IRS Form 1099-NEC to any Referrer whose cumulative Rewards equal or exceed $600 in that calendar year.
5.1 Because Referrers receive compensation for their referrals, FTC guidance on endorsements and testimonials requires that a Referrer clearly and conspicuously disclose that connection whenever recommending Grantd to a prospective Referred Advisor.
5.2 Grantd will provide Referrers with pre-approved disclosure language for this purpose, to be included in any email, message, or social post making the referral, for example: “Full disclosure: Grantd will send me a $250 gift card if you sign up.”
5.3 A Referrer’s failure to include the required disclosure when making a referral may, at Grantd’s discretion, result in that referral being disqualified from the Program.
6.1 Referrers who are registered representatives, investment adviser representatives, or otherwise subject to their own firm’s compliance policies are solely responsible for confirming that participation in this Program, and acceptance of any Reward, complies with their firm’s gifts-and-gratuities policies and any applicable regulatory limits, including FINRA Rule 3220.
6.2 Grantd makes no representation as to whether any particular Referrer’s participation complies with such policies or rules.
7.1 Self-referrals are prohibited. A Referrer may not refer itself, any entity it owns or controls, or an immediate family member.
7.2 Grantd reserves the right to investigate any referral or Reward claim, and to withhold, deny, reverse, or require repayment of any Reward that Grantd reasonably believes was obtained through fraud, misrepresentation, or a violation of these Terms.
7.3 Grantd reserves the right to disqualify any participant from the Program in its reasonable discretion for suspected violation of these terms or applicable rule or law, or in furtherance of Grantd’s compliance with applicable rule or law..
Grantd reserves the right to modify, suspend, extend, or terminate the Program, or these Terms, at any time and without notice. Any such change will not affect Rewards that qualified prior to the effective date of the change.
9.1 These Terms are governed by the laws of the State of Colorado, without regard to its conflict-of-laws principles.
9.2 Rewards are not assignable or transferable.
9.3 These Terms constitute the entire agreement between Grantd and each Referrer regarding the Program and supersede any prior or contemporaneous representations regarding the Program.
9.4 Questions regarding the Program may be directed to mike.coleman@grantdequity.com.
