Terms & Conditions

Offer Period: December 29, 2023 at 12:00 AM EST – January 31, 2024 at 11:59 PM EST. Offer Eligibility: This promotional offer (the “Offer”) is open only to individuals who (a) are at least 18 years of age, (b) reside in the United States, (c) have a valid social security number or tax identification number, (d) have a brokerage account (a “Webull Brokerage Account”) with Webull Financial LLC (“Webull Financial”), (e) opened a Traditional IRA or a Roth IRA account with Webull Financial (each an “IRA Account”) at any time before the expiration of the Offer Period, and (f) have not made an initial deposit of any amount to their IRA Account prior to the beginning of the Offer Period (each, an “Eligible Customer”). Deposit Bonus Requirements: During the Offer Period, an Eligible Customer must satisfy the following “Deposit Bonus Requirements” to be eligible to receive a Deposit Bonus (as defined below): (i) share a link to the landing page for this promotion through their social media account on any of Instagram, Facebook, or X (formerly Twitter) , and (ii) make one or more deposits (collectively, “Deposits”) of any amount (subject to applicable limitations established by the Internal Revenue Service (the “IRS”) to their IRA Account by transferring cash or securities held by such Eligible Customer at another institution (such assets, “Eligible Assets”) . Transfer Bonus Requirements: During the Offer Period, an Eligible Customer must satisfy the following “Transfer Bonus Requirements” to be eligible to receive a Transfer Bonus (as defined below): (i) share a link to the landing page for this promotion through their social media account on any of Instagram, Facebook, or X (formerly Twitter), and (ii) make a single transfer (an “Initial Transfer”) of cash or securities with an aggregate value, as of the last business day before the transfer settles in their IRA Account, of any amount up to 2 million dollars to their IRA Account by transferring or rolling over assets held by such Eligible Customer in a retirement plan account at another institution to their IRA Account in compliance with applicable IRS rules and regulations applicable to such transfers. Deposit Bonus: An Eligible Customer who satisfies the Deposit Bonus Requirements is eligible to receive a “Deposit Bonus” in an amount equal to 3.5% of the amount of their total Deposits during the Offer Period. Deposit Bonuses will be paid to the applicable Eligible Customer’s Webull Brokerage Account in multiple payments in the amounts and on the dates indicated below.

Transfer Bonus: An Eligible Customer who satisfies the Transfer Bonus Requirements is eligible to receive a “Transfer Bonus” in an amount equal to 1.5% of the amount of their Initial Transfer. Transfer Bonuses will be paid to the applicable Eligible Customer’s Webull Brokerage Account in multiple payments in the amounts and on the dates indicated below.

PLEASE NOTE: 1. Contributions by an Eligible Customer to their IRA Account of assets from an existing account with Webull Financial or any of its affiliates are not Eligible Assets and will not be counted for purposes of determining the amount of such Eligible Customer’s total Deposits. 2. Following an Eligible Customer’s initial Deposit, additional Deposits of Eligible Assets by the Eligible Customer to their IRA Account at any time during the Offer Period will increase the Deposit Bonus to which the Eligible Customer is entitled. However, additional Deposits of Eligible Assets by the Eligible Customer to their IRA Account at any time between the end of the Offer Period and August 6, 2028 at 12:00 AM EST (the “Final Bonus Issuance Date”) will not increase the amount of the Deposit Bonus to which the Eligible Customer is entitled. Example: Eligible Customer makes an initial Deposit of $5,000 of Eligible Assets to their IRA Account during the Offer Period. Subsequently, the Eligible Customer deposits an additional $30,000 of Eligible Assets to their IRA Account after the end of the Offer Period but prior to the Final Bonus Issuance Date and maintains the resulting $35,000 balance until the Final Bonus Issuance Date. The Eligible Customer will be entitled to receive a Deposit Bonus equal to 3.5% of the $5,000 initial Deposit only. 3. Withdrawals or transfers of funds from an Eligible Customer’s IRA Account between the end of the Offer Period and the First Bonus Issuance Date will be deemed to reduce the Eligible Customer’s total Deposit amount or Initial Transfer amount, as applicable, for purposes of calculating their Deposit Bonus or Transfer Bonus (collectively, the “Offer Bonus”), as applicable, and may reduce the Offer Bonus to which the Eligible Customer is entitled. Example: Eligible Customer makes an initial Deposit of $12,000 of Eligible Assets to their IRA Account during the Offer Period. Subsequently, before the First Bonus Issuance Date, the Eligible Customer withdraws $6,000 from their IRA Account, so that their IRA Account contains $6,000 of Eligible Assets as of the Final Bonus Issuance Date. Eligible Customer will be entitled to receive a Deposit Bonus equal to 3.5% of the remaining $6,000 only. 4. In the event that the amount of the Deposit Bonus or Transfer Bonus to which an Eligible Customer is entitled is reduced as a result of withdrawals or transfers of funds from the Eligible Customer’s IRA Account between the First Bonus Issuance Date and the Final Bonus Issuance Date, (i) Webull Financial will not be obligated to make any further payments to which the Eligible Customer is entitled following the reduction, and (ii) Webull Financial may, in its sole discretion, rescind the excess amount of any Offer Bonus payments made to such Eligible Customer by debiting their Webull Brokerage Account. 5. Eligible Customers must maintain the amount of any Offer Bonus payment (minus any trading losses) in their Webull Brokerage Account for at least 90 days from the date on which such Offer Bonus payment is credited to their Webull Brokerage Account. If an Eligible Customer fails to comply with this requirement, Webull Financial may, in its sole discretion, debit the Eligible Customer’s Webull Brokerage Account the amount of such Offer Bonus payment. Limitations: Limit one Deposit Reward and one Transfer Reward per Eligible Customer. For the avoidance of doubt, an Eligible Customer may receive one Deposit Reward and one Transfer Reward in connection with this Offer. Webull Financial reserves the right, in its sole discretion, to declare an Eligible Customer ineligible to earn an Offer Bonus, or to decline to grant an accrued Offer Bonus to an Eligible Customer for any reason or for no reason, including without limitation (1) for such Eligible Customer’s failure to satisfy any Offer requirements or any violation of the terms and conditions of the Offer, (2) for any actual or suspected fraudulent, deceptive, or abusive activity in connection with any of the platforms or services offered by Webull Financial or any of its direct or indirect owners, its affiliates, and/or its subsidiaries, (3) in connection with any attempt to undermine the legitimate operation of the Offer by cheating, hacking, deception, or other unfair or improper conduct, or (4) for violation by such Eligible Customer of the terms of any agreement to which it is a party with Webull Financial or any direct or indirect owner, any affiliate, or any subsidiary of Webull Financial. Webull Financial reserves the right to change the terms and conditions of this Offer or terminate the Offer at any time without notice. Without limiting the foregoing, if for any reason the Offer is not capable of running as planned including without limitation by reason of any interruption of service, tampering, unauthorized intervention, labor dispute, fraud, or any other cause beyond the control of Webull Financial, which, in the sole opinion of Webull Financial, corrupts or affects the administration, security, fairness, integrity or proper conduct of the Offer, then Webull Financial may, in its sole discretion, elect to cancel, terminate, modify or suspend the Offer. Webull Financial may, in its sole discretion, elect to not pay or to rescind payment of all or any portion of an Offer Bonus if any portion of any Deposit by the applicable Eligible Customer or of the Initial Transfer by the Eligible Customer, as applicable, does not settle, is reversed, or is otherwise determined to be improper or invalid. The Offer is not transferable or saleable and is available only to legal residents of the United States. This Offer is not valid alongside any other promotions offered by Webull Financial or any of its affiliates or subsidiaries with the exception of the Transfer Fee Reimbursement Offer , as described in the terms and conditions therefor. Employees, contractors, or persons similarly associated with Webull Financial or its direct or indirect owners, its affiliates, and/or its subsidiaries; members of their household; referral partners; key opinion leaders and/or influencers; registered representatives of broker-dealers; employees of any securities regulatory organization or exchange; and/or employees of any market maker are not eligible to participate in the Offer or to earn any Offer Bonus. The Offer is only available for personal use and may not be used for commercial purposes. Other restrictions may apply. Void where prohibited. No substitution, cash redemption, assignment or transfer of an Offer Bonus is permitted, except by Webull Financial, which reserves the right in its sole discretion to substitute an Offer Bonus with another prize of equal or greater value. All federal, state, and local taxes, if any, related to any Offer Bonus are the responsibility of the recipient. Receipt of an Offer Bonus does not constitute a solicitation, a recommendation to buy, sell, or hold any asset, or investment advice. Consult with your tax advisor about the appropriate tax treatment for this Offer and any tax implications associated with an IRA Account and with the receipt of an Offer Bonus before enrolling. Neither Webull Financial nor any of its direct or indirect owners, its affiliates, or its subsidiaries, is responsible for any taxes related to this Offer or any Offer Bonus. This Offer is not sponsored by, endorsed by, or affiliated in any way with any third party. ACH Transfers: Clients who fund their IRA Account with an ACH transfer are responsible for having enough cash in their initiating bank account to cover the transaction. Neither Webull Financial nor any of its direct or indirect owners, its affiliates, or its subsidiaries, takes any responsibility for any charges that an Eligible Customer may experience in connection with any ACH Transfer, including without limitation for any charges due to insufficient funds or ACH reversals. Release: BY PARTICIPATING IN THE OFFER, YOU RELEASE, DISCHARGE, AND AGREE TO INDEMNIFY AND HOLD HARMLESS WEBULL FINANCIAL, ITS DIRECT AND INDIRECT OWNER(S), AFFILIATE(S), AND/OR SUBSIDIARIES, AND ALL OF THEIR RESPECTIVE DIRECTORS, OFFICERS, PARTNERS, EMPLOYEES, MEMBERS, MANAGERS, AGENTS, LICENSEES, CONTRACTORS, REPRESENTATIVES, SUCCESSORS, AND ASSIGNS (COLLECTIVELY, THE “RELEASED PARTIES”) FROM AND AGAINST ANY LIABILITY FOR ANY DAMAGES, INJURY OR LOSSES, TO ANY PERSON OR PROPERTY, OF ANY KIND RESULTING IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, FROM ACCEPTANCE, POSSESSION, MISUSE OR USE OF ANY OFFER BONUS, OR PARTICIPATION IN THE OFFER. You agree that the Released Parties are not responsible for the occurrence of any event or condition which may, directly or indirectly, limit or prevent you from participating in the Offer or from earning or receiving an Offer Bonus, including without limitation any technological issues; interruptions of service for any reason; technical, mechanical, printing, typographical, or other errors; or any other errors, omissions, interruptions, deletions, defects, delays in operation or transmission, communications line failures, technical errors, theft, cyber-attacks, or unauthorized account access.