Qualifying money transfers for this offer must be initiated by March 28, 2025.
Yes, only investments over $5,000 initiated between January 5, 2026, and March 28, 2026 into an Aviso Wealth account at Prospera will qualify for this offer.
Yes! Existing members who transfer a minimum of $5,000 from outside of Prospera or an Aviso Wealth Account at Prospera qualify for this offer.
Your cash incentive will be distributed on or before July 31, 2026.
The money transfer must be initiated by March 28, 2026
Money must be received into your Aviso Wealth investment account by April 30, 2026.
The money must remain in the Aviso Wealth account until June 30, 2026.
We do have other offers currently available that can be combined with this offer!
Additional offers that can be used in combination with the Wealth Welcome Incentive*:
$0 Transfer Fee Offer: Get up to $150 of transfer fees reimbursed when you move investments
Pre-Authorized Contribution Offer1: Get up to $350 when you set up a pre-authorized contribution to a new or existing investment account.