RATE PROMOTIONS
Rate Promotions are limited time certificates… [insert copy here]
CURRENT OFFERINGS
5.75% APY offer expires June 30.
5.25% APY is based on a minimum investment of $5,000 no maximum, for a term of 2 years. 5.75% APY is based on a minimum investment of $150,000 no maximum, for a term of 2 years. The content and material contained herein are not an offer to sell or a solicitation of an offer to buy Investment Certificates of The Solomon Foundation. The offer is made solely by and through our Offering Circular, which you should read carefully before making an investment decision. The Investment Certificates are subject to certain risk factors as described in the Offering Circular. Investment Certificates are offered and sold only in states where authorized. Investment Certificates of The Solomon Foundation are not insured by the FDIC, SIPC or any other governmental agency. TSF has the right to call Certificates for redemption at any time upon sixty (60) days written notice. In such event, interest will be paid to the date of redemption.
*4.69% APY is based on a minimum investment of $75,000 new money, no maximum, for a demand, no term investment. *4.19% APY is based on a minimum investment of $25,000 new money, no maximum, for a demand, no term investment. *3.69% APY is based on a minimum investment of $2,000 new money, no maximum, for a demand, no term investment. The content and material contained herein are not an offer to sell or a solicitation of an offer to buy Investment Certificates of The Solomon Foundation. The offer is made solely by and through our Offering Circular, which you should read carefully before making an investment decision. The Investment Certificates are subject to certain risk factors as described in the Offering Circular. Investment Certificates are offered and sold only in states where authorized. Investment Certificates of The Solomon Foundation are not insured by the FDIC, SIPC or any other governmental agency. TSF has the right to call Certificates for redemption at any time upon sixty (60) days written notice. In such event, interest will be paid to the date of redemption.
HOW DO I INVEST?
New Investors
If you’re a new investor, the easiest way to invest in one of our Rate Promotions is to contact us. You can call us Monday through Friday from 7 a.m. to 5 p.m. at 855.873.5873. You can also reach the Solomon Foundation’s Investment Department directly by sending an email to invest@thesolomonfoundation.org. However, if you’d like to fill out a new investment form yourself, please follow these instructions:
1. Visit thesolomonfoundation.com/investment-forms or click this button.
2. Under “Investment Forms“ and “New Investment (Non-Retirement),“ select one of the two options depending on whether you’re an individual or an organization.
3. Fill out the form. Under “3. Investment Type,“ check which Rate Promotion you’d like to invest in (e.g. Anytime Access) and fill in the amount (e.g. $2k for 3.69% APY) you’d like to invest.
4. For further instructions on how to submit this form, please call us at 855.873.5873 or email invest@thesolomonfoundation.org and TSF’s Investment Department will be in contact with you shortly.
Existing Investors
If you’re an existing investor and don’t have a current online login, you can call us Monday through Friday from 7 a.m. to 5 p.m. at 855.873.5873 to set up your account portal. However, if you do have a current online login, please follow these instructions:
1. Click on “Client Login“ on TSF’s website header.
2. Log in to your Solomon Foundation account.
3. On the side menu of your client portal, click “Purchase New Investment.”
4. Navigate through steps 1-3 (Offering Circular and Agreements, Ownership Type Selection, Fund Investment) on the application.
5. Navigate through step 4 (Select Investment Type) on the application. Select which Rate Promotion you’d like to invest in (e.g. “Anytime Access” under “Non-Term Certificates”).
6. Navigate through steps 5-6 (Interest Distribution, Fund Investment) on the application. Click “Submit Application“ when finished.
Frequently Asked Questions
Curious if a Promotion is the right choice for you? Check out these common questions to learn more. If you need further assistance, don’t hesitate to contact us—we’re happy to help!
Question?
Answer.
HAVE QUESTIONS?
WE’RE HERE TO HELP
- Contact our support team for answers to all your questions
- info@thesolomonfoundation.org
- 855.873.5873
