M1 Invest Promotion for August and September 2023

Last Updated: October 25, 2023

Affiliate Partner Promotion Terms and Conditions

The following terms and conditions are entered into by M1 Finance LLC (“M1”, “we” or “us”), and the affiliate partner (“Affiliate”), and shall govern the promotion that Affiliate promotes for M1 as set forth in these M1 Invest Promotion for August and September 2023 terms and conditions (“Invest Promotion Terms and Conditions” or “Promotion”) and the Affiliate Partner Program Terms and Conditions (“M1 Affiliate Partner Program”), which, together with these Invest Promotion Terms and Conditions, form the Parties’ “Agreement.”

In the event of any inconsistency or conflict between these Invest Promotion Terms and Conditions and the M1 Affiliate Partner Program, the terms and conditions of the M1 Affiliate Partner Program shall control.

  • August 1st (12:00am CST), 2023 through December 31st (11:59pm CST), 2023 (“Promotion Period”). Promotion Period subject to change without prior notice.
  • All commissions earned starting August 1st 2023 (12:00am ET) will be eligible for this promotion – for opted-in affiliates only.
  • Participating affiliates will be extended an offer to reflect promotional payout amounts. Affiliates will be reverted back to their standard offer when this promotion expires.
  • This Promotion is only available through 11:59 p.m. ET on the last day of the Promotion Period. M1 is the sole and official timekeeper.

In these Terms and Conditions

  • Check out the resources provided to you in Rakuten, such as the product matrix, banners and other available creatives, text links, the Partner Brief, and the Affiliate Disclosure Library
  • How to access the product matrix for the M1 Invest Account and the M1 High-Yield Savings Account
  • How to access your trackable links for the M1 Invest Account and the M1 High-Yield Savings Account in the Rakuten system

Promotion Rules and Details

  • Select Affiliate Partners who qualify (meet criteria – see next section below) will earn commission totaling $75 per Invest Account Initial Fundings of $100+ and $100 per Invest Account Qualified Fundings of $1,000+for conversions from both Invest and Savings trackable links.
    • Applicable SKUs:
      • InvestLink_invest_initial_funded
      • SavingsLink_invest_initial_funded
      • InvestLink_invest_qualified_funded
      • SavingsLink_invest_qualified_funded
  • Affiliate partners will be eligible to receive the incremental payment as long as the new users referred in the promotion period:
    • Are non-fraudulent.Join M1 using the Affiliate Partner’s designated Rakuten tracking link specifically for M1 Invest or M1 High Yield Savings. If someone does not use the Affiliate Partner’s Rakuten tracking link or does not use it correctly, both base and additional promotion commission will not be rewarded. Please double check that links work properly before sharing. User referral links and broken links will not count. No exceptions. Please email ra_m1finance@mail.rakuten.com if you would like us to double check your link(s) prior to launch.Join M1 as a new user during the Promotion Period, e.g., between August 1st (12:00am CST), 2023 and December 31st (11:59pm CST), 2023 AND meet payout criteria per contract terms in Rakuten.

A “New User” must have (1) never registered for an M1 user account; (2) successfully opened an M1 user account within the Promotion Period, and (3) successfully open an M1 Invest Account using the designated Rakuten tracking link specifically for the Promotion within the Promotion Period.

Criteria to Qualify

  • Affiliate content must be dedicated to M1 Invest or the M1 High-Yield Savings Account.
  • Affiliate content must include the Rakuten tracking link specifically driving to the M1 Invest or M1 High-Yield Savings Account affiliate landing pages.
    • Instructions on pulling the links and banners below.
      • Find M1 Finance using the advertiser search box or by selecting Programs > My Advertisers.
      • Click on M1 Finance to view the advertiser’s detail page
      • Click the Links tab on the left
      • Click on # of Available Links for the link type you want to use.
      • On the next page, find and tick the specific (link or links) you want. You can select multiple links using the check box to the left of each link.
        • Only links categorized as M1 Invest, Savings, or Default are eligible to earn promotional commission amounts. This includes pie-sharing links.
      • Copy the link code for each link to the clipboard. You have several options to get the link code: a) Click Get Link for a single link, b) select Send All via Email to send the link code via email, or c) Export All to .csv to save the link code to an Excel file.
  •  Affiliate Partners can expect to receive their payment within 1-60 days after the last day of each month.
  • All content must adhere to compliance guidelines. Please refer to the disclosure library here, and the Partner Brief here
    • You may not include promissory language or imply in any way that results are guaranteed, including certain emojis.
    • You must include a general affiliate disclosure on your site, stating that the views expressed in your content are your opinion and are not financial advice.
    • You must also include in the general affiliate disclosure that you may receive commission.
    • You must include all other relevant disclosures required, as outlined in the disclosure library.
    • In video content, please include the following disclosure: Information presented is accurate as of (date the video is recorded or posted). For the latest information, please visit m1.com.
  • All content must adhere to product details as provided in Rakuten.
    • The product matrixes can be found on the Program Homepage on the Rakuten Dashboard.
      • Look up M1 Finance using the Advertiser Search or go to Programs > Categories
      • Then click on Advertiser Info and then Program Homepage which will give you access to all the product matrixes.
  • All content must either be in English or include English subtitles/translations
  • This Promotion is non-transferrable and is available only to Affiliates 18 years or older who are U.S. citizens or certain eligible legal U.S. Residents. M1 reserves the right to terminate this Promotion at any time, to limit the amount of promotional commissions you are eligible to receive, and to refuse or recover any commission if M1 determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided for this Promotion, that any terms of the M1 Affiliate Partner Program have been violated or the Invest Promotion Terms and Conditions have been violated.
  • M1 reserves the right to change, cancel, extend, or otherwise alter this offer at any time, for any reason, with or without advanced notice.
  • M1 reserves the right to approve or deny any qualified referral and corresponding standard or additional compensation at any time, for any reason, with or without advanced notice.
  • By participating in the M1 Affiliate Partner program, you automatically agree to follow these terms and conditions, on top of the existing standard Affiliate Partner Terms and Conditions, which you agreed to when joining the M1 Affiliate Partner program.