Equity Trust Client Referral Program

November Referral Promotion: Offer valid November 1–30, 2026, only. Current Equity Trust clients are eligible to receive a $200 Mastercard virtual gift card for each qualifying new referral submitted during the promotional period. To qualify, the referred individual must use the client’s unique referral application link to open a new Equity Trust account and fund the account between November 1 and November 30, 2026. Referrals submitted prior to the promotional period, accounts opened or funded outside the promotional period, or accounts opened without the use of the unique referral application link do not qualify for the promotional reward. For each qualifying new referral, a $200 Mastercard virtual gift card will be issued to the email address on record within [timeframe] of the requirements being met. The referral program may be changed or discontinued at any time. The $200 gift card replaces the standard $100 referral reward for qualifying referrals. All other standard Equity Trust Referral Program terms and conditions apply, including applicable annual reward limits.