Terms & Conditions

Participation in this promotion (“Promotion”) constitutes the participant’s full and unconditional agreement to these Terms & Conditions. The Promotion is offered by Long Bridge Securities LLC (“Longbridge”) to reward eligible customers who fund their Longbridge U.S. brokerage account for the first time during the Promotion Period.

This promotion is intended to encourage new account funding and is not intended to incentivize trading activity. Customers are not required to place any trades to qualify for this promotion.

1. Promotion Period

This promotion is valid from October 9, 2026, 12:00 AM ET – December 31, 2026, 11:59 PM ET (the “Promotion Period”).

2. Eligibility

  • All approved new customers (as determined by Tax ID) who fund and settle their Longbridge account during the Promotion Period

  • Customers (new or existing) who have not made any deposit or asset transfer into their Longbridge brokerage account prior to October 9, 2026, and who fund and settle their account during the Promotion Period.

  • Follow the steps of “How to Participate”

3. Definitions

3.1 Eligible Account

A Longbridge brokerage account opened, approved, and in good standing during the Program Period.

3.2 Qualified Funding Amount

Total cash deposits and asset transfers in, minus any withdrawals or asset transfers out, measured during the Promotion Period and Holding Period.

3.3 Holding Period

The Holding Period is a continuous 60-calendar-day period. Day 1 of the Holding Period begins on the next calendar day following the settlement date of the deposit or transfer that establishes or re-establishes the customer’s qualification for the applicable reward tier (the “Qualifying Settlement Date”).

4. How to Participate

To participate and receive a reward, an eligible customer must:

  1. Go to Account tab, My tab, or Promotion page to locate the New Customer Promotion.

  2. Open and fund a brokerage account by tapping “Fund Your Account”.

  3. Connect your bank and deposit funds (ACH/wire) or initiate an ACAT transfer-in.

  4. Complete funding (via cash deposit or asset transfer) that results in a Qualified Funding Amount meeting one of the reward tiers below; and

  5. Most approvals are completed within 1–2 business days; additional documentation may be required.

  6. Maintain the required Qualified Funding Amount through the applicable Holding Period checkpoint.

Please note, deposits must both be initiated and fully settled during the Promotion Period to qualify for the promotion.

5. Rewards

5.1 Stock Rewards

Qualified Funding Amount
Reward Value
Holding Period
 
$100
$10 stock
60 days
$2,000
$120 stock
60 days
$5,000
$200 stock
60 days
$10,000
$350 stock
60 days
$50,000
$1,500 stock
60 days

  • Rewards are delivered as fractional shares of stock.

  • Customers may qualify for one tier only; rewards are not stackable.

  • Once eligible, customers may select one stock from a curated list made available in the Longbridge app.

  • The market value of the stock selected as a reward may fluctuate due to market conditions. The value of the reward at the time it is credited to the customer‘s account may be greater or less than the reward value displayed when the reward was selected.

  • Asset transfers will be valued based on the market value of transferred securities at the time the transfer is completed and received by Longbridge.

  • Rewards are promotional incentives and are not redeemable for cash unless credited to the customer’s brokerage account.

5.2 Additional Funding and Withdrawal

  • The 60-day Holding Period begins on the calendar day immediately following (T+1) the Qualifying Settlement Date, which is defined as the settlement date of the last deposit or transfer that establishes or re-establishes the customer’s qualification for the applicable reward tier.

  • Customers may add additional deposits or transfers during the Promotion Period.

    • New deposits during the Holding Period:

      • If a new deposit or transfer in during the Holding Period results in the Qualified Funding Amount reaching a higher reward tier, the Holding Period resets. Day 1 of the new Holding Period begins on the next calendar day following the settlement date of the deposit or transfer that establishes the higher tier.

      • If a new deposit or transfer in during the Holding Period does not result in a higher reward tier, the Holding Period continues without interruption and the reward tier remains unchanged.

    • Withdrawals during the Holding Period:

      • If a withdrawal or transfer out during the Holding Period reduces the Qualified Funding Amount to a lower reward tier but the customer still qualifies for at least one tier, the Holding Period continues without interruption from the original Qualifying Settlement Date. The applicable reward will be adjusted to correspond to the lower tier at the time of the Day 60 eligibility snapshot.

      • If a withdrawal or transfer out during the Holding Period reduces the Qualified Funding Amount below all reward tiers, the reward is forfeited and the Holding Period is terminated. Any days accumulated prior to such withdrawal will not be credited if the customer subsequently re-qualifies. The Holding Period will restart on the next calendar day following the new Qualifying Settlement Date.

  • Any previously satisfied lower-tier qualification will continue to be measured based on its original Holding Period timeline. However, regardless of how many tiers are satisfied, each eligible customer may redeem only one (1) reward under this Promotion. Lower-tier Holding Period days are tracked in parallel. If a customer’s Qualified Funding Amount is reduced due to a withdrawal, the system will apply the highest tier for which the full 60-day Holding Period has been completed as of the Day 60 eligibility snapshot.

Example:

  • Example 1 (Upgrade): A customer deposits $1,000 on April 3 (settles April 3) and later deposits an additional $4,000 on April 10 (settles April 10), qualifying for the $5,000 tier. The Qualifying Settlement Date is April 10, and Day 1 of the 60-day Holding Period is April 11.

  • Example 2 (Withdrawal with downgrade): A customer deposits $1,000 on April 3. On April 20, the customer withdraws $200, reducing the Qualified Funding Amount to $800. The reward tier adjusts to the $100 tier. The Holding Period continues from April 4 (Day 1) without interruption; only the reward amount changes.

  • Example 3 (Re-entry after full withdrawal): A customer deposits $1,000 on April 3, then withdraws the full $1,000 on April 20, forfeiting the reward. The customer re-deposits $1,000 on May 1 (settles May 1). A new Holding Period begins and Day 1 is May 2. Days accumulated prior to the full withdrawal are not carried forward.

5.3 Reward Confirmation and Payout

  • A final eligibility snapshot will be taken at 11:59 PM ET on Day 60 of the Holding Period.

  • If eligibility requirements are met, the reward will be issued and displayed as available for redemption in the Longbridge app on or about the next business day following the Day 60 eligibility snapshot.

5.4 Determination of Curated Reward List

  • Stocks made available for selection under this Promotion are determined by Long Bridge Securities LLC in its sole discretion, based on objective and operational criteria that may include, but are not limited to, market capitalization, liquidity, trading availability, fractional-share eligibility, regulatory considerations, and settlement capabilities.

  • Eligible stocks are generally limited to securities listed on major U.S. national securities exchanges on the Longbridge platform at the time of selection.

  • The curated list of available reward assets may change from time to time and is subject to availability, market conditions, regulatory requirements, and operational constraints. Longbridge does not guarantee the availability of any particular stock at any given time.

5.5 How shares are calculated upon reward selection:

  • Stock rewards: The estimated number of fractional shares will be calculated based on the stock’s closing price on the trading day immediately preceding the customer’s reward selection time, and displayed to the customer for confirmation.

  • Once a reward is selected and confirmed, the selection is final and may not be changed.

  • Due to market fluctuations and processing intervals, the actual price used to calculate the final reward may differ from the price shown when the user selected the reward. Longbridge does not guarantee any specific execution price and is not responsible for price variations arising from market volatility or timing differences.

5.6 Reward Assets Selection Disclosure

  • The current list of eligible stocks available for selection is displayed within the Longbridge app at the time of reward redemption

  • The availability of any specific asset on the curated list is not guaranteed and is subject to change at any time without prior notice, based on market conditions, regulatory requirements, and operational constraints.

  • The inclusion of any stock on the curated list does not constitute a recommendation to buy, hold, or sell any security or digital asset.

5.7 Claim Period and Credit Timing

  • The customer must claim the reward within sixty (60) days from the date it becomes available.

  • Once claimed, the selected stock reward will be credited to the customer’s Eligible Account within five (5) business days.

  • If eligibility requirements are not met, or if the reward is not claimed within the 60-day claim period, the reward will be forfeited, will expire automatically, and will no longer be available for redemption. Expired rewards have no cash value, are non-transferable, and cannot be reinstated.

5.8 Marketing Communications Disclaimer

Any individual stock shown in connection with this Promotion, including in any marketing communications, in-app displays, or promotional materials, is not a recommendation or solicitation to buy, hold, or sell any investment or investment strategy. Any such asset is presented solely as a visual representation of what a customer may receive as a reward in connection with this Promotion, subject to availability and the terms set forth herein.

6. How to Claim Your Reward

Once the Holding Period is completed and eligibility is confirmed:

  1. Go to the top-left profile icon, open the side menu, and select My Rewards.

  2. View your available reward, displayed with the reward value corresponding to your qualified tier.

  3. Select one stock from the available list and tap Redeem.

  4. If you already selected your stock during the holding period, your reward will be waiting in My Rewards - simply tap Redeem to claim it.

The reward will appear in Reward History with a status of Processing or Credited. Rewards are typically processed within five (5) trading days.

7. Other Terms and Conditions

  • This offer is open to U.S. residents who are at least 18 years old with a valid Social Security Number. Employees, contractors, or individuals affiliated with Long Bridge Securities LLC or any of its affiliates, members of their household, and employees of any securities regulatory organization or exchange are not eligible for this offer.

  • The rewards in this program are offered by Long Bridge Securities LLC. Long Bridge Securities LLC and Longbridge AI Technologies LLC are indirect, wholly owned subsidiaries of Longbridge. The Longbridge App is a trading platform developed by Longport Technologies LLC. Securities products available through the Longbridge App are offered by Long Bridge Securities LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) and a member of FINRA and SIPC. For more information, visit FINRA BrokerCheck and www.sipc.org.

  • This offer is limited to one reward per new account, with no more than one account enrolled per person. You must have an approved and funded brokerage account with Long Bridge Securities LLC to receive any promotional stock, crypto or cash reward. This offer cannot be reacquired by reopening a previously closed account.

  • Receiving shares of stock through this program or the mention of specific securities does not constitute a recommendation to buy, sell, or hold any security.

  • Customers may hold or sell awarded stock once credited. Proceeds from the sale may be withdrawn or used to buy other eligible securities in the account.

  • Longbridge reserves the right to modify or terminate this promotion at its discretion, subject to applicable regulatory requirements.

  • Each user may only register one trading account. If your Longbridge account shows signs of fraud, abuse, or suspicious activity—including, but not limited to, use of multiple accounts - Longbridge may, at its sole discretion, cancel your reward(s) and limit your eligibility for future promotions.

  • Limit one promotion, per person or Tax Identification Number.

  • Additional restrictions may apply and will be posted on the Longbridge App or website prior to taking effect.

  • Please consult your tax advisor for guidance on the appropriate tax treatment of this offer. Longbrdige is not responsible for any tax consequences related to this promotion.

  • The fair market value of the reward at the time it is credited to the customer’s account may be reported as taxable income on IRS Form 1099‑MISC. Customers may incur tax liability even if the reward asset is immediately sold after it is credited.

  • In case of discrepancies between translations and the original English version of these Terms, the English version shall prevail.

  • These Terms incorporate by reference the applicable provisions of the Customer Agreement, including its arbitration and class-action waiver provisions. The agreement is available here.

  • This promotion is subject to applicable regulatory requirements and may not be available in all jurisdictions.

  • Participation in this promotion does not require the use of advisory services and does not affect any investment recommendations provided through the platform.

  • Offer subject to eligibility requirements, funding thresholds, and holding periods. See full promotion terms in the Longbridge app.

  • Longbridge reserves the right, in its sole discretion, to determine eligibility for the Promotion and whether a customer has satisfied the requirements of these Terms. All determinations by Longbridge shall be final.

8. Arbitration & Class Action Waiver

By participating in this Promotion, you agree that any dispute arising out of or relating to the Promotion will be resolved in accordance with the applicable arbitration provisions of the Terms of Service and Customer Agreement.