Terms and Conditions

To be eligible to receive the Guided Investing $50 cash bonus offer (“Offer”), you must satisfy the following:

1. Open your Guided Investing account AND deposit at least $500 into your account (“Initial Deposit”) by December 31, 2024.
2. Open your Guided Investing account through the True Sky Federal Credit Union (“True Sky”) online banking application.
3. Keep your Guided Investing account funded with at least the Initial Deposit for 90 consecutive days after the date Copper Financial receives your Initial Deposit to qualify for the Offer.
4. Transfer your Initial Deposit into your Guided Investing account from an account at True Sky or an external bank account by linking your account through Plaid.
5. Be a current True Sky member.

Within 30 calendar days of your Guided Investing account being funded for 90 consecutive days, a $50 cash bonus will be paid by True Sky to your Share Account at True Sky. Your Guided Investing account and your share account at True Sky must be open and funded at the time the cash bonus is paid.

The Offer is only valid on Guided Investing accounts. Other accounts available through Copper Financial are not eligible for the Offer. The Offer is only valid on individual, joint, Traditional IRA or Roth IRA Guided Investing accounts. Employees of Copper Financial, True Sky, and any affiliate of Copper Financial and True Sky are eligible to qualify for the Offer. You are responsible for selecting the account registration that is appropriate based on your personal situation. Limit one Offer per member, regardless of the number of accounts opened and funded during the offer period. At its sole discretion, Copper Financial reserves the right to pay the Offer for new Guided Investing accounts if the account is funded from a source other than a transfer from a bank account.

You should consider the features of a Guided Investing account prior to account opening. This Offer does not constitute a recommendation by Copper Financial as to whether a Guided Investing account is appropriate for your personal situation.

All investing involves risk, including the possible loss of money you invest. Past performance is not a guarantee or indication of future performance.

For additional information on Guided Investing please see our Frequently Asked Questions and our Additional Disclosures. If you have questions about Guided Investing, please contact us at [email protected] or 833.605.6681.

Cash bonuses credited to your True Sky account associated with your social security number or tax identification number, as applicable, totaling $600 or more within a calendar year will appear on your consolidated Form 1099. You should consult with your tax professional about appropriate tax reporting and treatment relating to this cash bonus. Any taxes resulting from the cash bonus are your responsibility.

Terms & Conditions are subject to change and this offer may be withdrawn without notice. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.

Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Your Credit Union has contracted with Copper Financial to make non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. Your Credit Union and its investment group (if applicable) are not broker-dealers or investment advisers and are not affiliated with Copper Financial. For important disclosures from Copper Financial please visit here.

Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Copper Financial Customer Relationship Summary

Investment and insurance products offered through Copper Financial:

True Sky Federal Credit Union has contracted with Copper Financial to provide investment products and services to its members. True Sky Federal Credit Union is not a client of Copper Financial. True Sky Federal Credit Union will receive compensation from Copper Financial if you open an account with Copper Financial. This compensation creates an incentive for you Credit Union to refer clients to Copper Financial. For additional information please see the Program Credit Union Referral Fee Disclosure available here.