Table of Contents

Bonus Offer Terms and Conditions (7 March 2025)

Introduction

  1. These Bonus Offer Terms and Conditions ("Terms") form the basis of the opportunity to participate in the Opto Markets LLC ("Opto", "us", "we", or "our") bonus offer ("Offer").

  2. Taking part in this Offer constitutes your acceptance of these Terms. Opto is the provider of this Offer.

  3. Capitalized terms used, but not defined herein, have the meaning given to them in our Opto Markets LLC End-User License Agreement ("EULA") and/or our Opto Markets LLC Technology Services Terms of Business ("TOBs"), as amended from time to time and available on the Opto App and Website.

Conditions of Eligibility

  1. The Offer is only available to new and existing Customers who have satisfied the Eligibility Criteria (set out in clause 5) for the Offer ("Eligible Customer", "you", "your", or "yours").

  2. The Eligibility Criteria for the Offer are as follows: (a) The Customer currently has a live and active Alpaca Trading Account; (b) The Customer must be an Opto newsletter subscriber on or after the date on which the Offer begins (clause 6: Offer Period); and (c) The Customer is not an employee or an immediate family member of an employee of Opto or any other company within its group, as determined by Opto in its sole and absolute discretion.

(collectively referred to as the "Eligibility Criteria" to become an Eligible Customer).

Offer Period

  1. The Offer begins on 7 March 2025 and will remain open until such time as determined by Opto in its sole and absolute discretion ("Offer Period"). Opto reserves the right to withdraw and/or modify this Offer at any time and without prior notice, by updating these Terms on the Opto App and/or Website.

The Offer

  1. The Offer entitles an Eligible Customer to receive from Opto the one-time corresponding bonus amount ("Bonus") set out in the below Table ("Table") in their Alpaca Trading Account. To receive the corresponding Bonus, the Eligible Customer must: (a) Make their deposit into their Alpaca Trading Account after the commencement of the Offer Period and before the Offer Period ends or expires; (b) Keep the deposit made under this Offer in their Alpaca Trading Account for a minimum of one hundred and fifty (150) days from the date their deposit is credited into their Alpaca Trading Account; (c) Meet the minimum deposit requirement of USD $2000; and (d) Meet the investment value threshold requirement in the Table that corresponds to the value of their deposit within a period of one hundred and fifty (150) days from the date their deposit is credited into their Alpaca Trading Account.
Deposit Requirement RangeInvestment Value Threshold Requirement (within 150 days)Bonus Amount
USD $2,000 – USD $5,99950% of the value of your deposit, which is held in a folio that you have createdUSD $50
USD $6,000 - USD $24,99950% of the value of your deposit, which is held in a folio that you have createdUSD $100
USD $25,000 or more50% of the value of your deposit, which is held in a folio that you have createdUSD $300

  1. One hundred and fifty (150) days after the Eligible Customer's deposit is credited into their Alpaca Trading Account, subject to all requirements outlined in these Terms being met, Opto will deposit the applicable Bonus amount into the Eligible Customer's Alpaca Trading Account within a reasonable timeframe. The Bonus received may be used towards investing. Failure to meet any of the requirements outlined in these Terms will result in your automatic disqualification from this Bonus Offer.

  2. Any Investments or Orders that are subsequently voided, reversed or cancelled by yourself or by Alpaca will not be taken into consideration in establishing whether the Investment value threshold requirement has been met. If Opto has already paid out the Bonus in respect of any Investments or Orders that are subsequently voided, reversed or cancelled by yourself or Alpaca, Opto reserves its right to claim back from you the Bonus paid in respect of such Investments or Orders to the extent that the Investment value threshold requirement would no longer be met. You can contact our client management team at any time for confirmation of whether you have met the Investment value threshold requirement, as this information is not available on the Opto App.

  3. The one-time Bonus payment does not represent and shall not be interpreted as a commitment of Opto to make any further payments in the future.

  4. The Bonus payment is subject to, and contingent upon, your compliance with these Terms, the EULA and the TOBs. In addition to any other rights and remedies we may have, any breach or suspected breach of these Terms, the EULA and/or the TOBs will entitle us to claim back from you any Bonus payment previously credited to your Alpaca Trading Account pursuant to these Terms.

  5. Each Eligible Customer who successfully takes part in this Offer is responsible for any and all taxes payable (if any) as a result of this Offer being awarded, received or accepted.

  6. A failure by Opto to enforce any of these Terms in any instance(s) will not give rise to any claim by any person or prevent Opto from taking enforcement action later.

  1. The Offer is only available once for each Eligible Customer and does not include multiple accounts being opened by the same Customer.

  2. This Offer must only be used for personal and non-commercial purposes. The Offer should in no event be advertised, published or distributed publicly by anyone else than Opto or without Opto's prior written authorization.

  3. All persons taking part in the Offer, to the maximum extent permitted by law, release and indemnify Opto from and against all liability, claims, costs, losses, damages or expenses, whether direct, foreseeable, indirect, consequential, incidental, special or punitive, and whether arising in contract, tort or otherwise out of or in connection with this Offer.

  4. Notwithstanding any other term in these Terms, Opto reserves the right to cancel any Bonus payment to be credited to your Alpaca Trading Account at any time and in its sole and absolute discretion, including but not limited to where Opto may consider it appropriate.

  5. Opto reserves the right to amend these Terms at any time and/or from time to time, without prior notice and at its sole and absolute discretion, by updating them on its App and/or Website.

  6. This Offer cannot be combined or used in conjunction with any other offer, rebate or promotion offered by Opto.

Disclosures and Risk Warnings

  1. Opto Markets LLC is not a broker-dealer, investment advisor, nor a member of the Financial Industry Regulatory Authority (FINRA). Securities are offered by Alpaca Securities LLC ("Alpaca"). Alpaca is a broker-dealer regulated by the Securities and Exchange Commission (SEC), a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

  2. This Offer should not form or be at the basis of any decisions made in relation to potential Investments, Orders or any other Alpaca Trading Account activity.

  3. Please note that investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee and is not an indicator of future results. Investors should consider their investment objectives and risks carefully before investing. Please seek the advice of an investment or financial advisor, and do not apply any of the generalized material available herein or on other Opto channels to your individual facts or circumstances without speaking to an investment or financial advisor.

  4. These Terms are dated 7th March 2025.

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*Effective as of March 21st. Rates are subject to change.

Our Broker, Alpaca Securities, offers a cash management program pursuant to the FDIC Bank Sweep. Customer funds are treated differently and are subject to separate regulatory regimes depending on whether customer funds are held in their brokerage account or within the FDIC Bank Sweep. Specifically, Alpaca Securities is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). The Federal Deposit Insurance Corporation (FDIC) insures up to $250,000 per deposit against the failure of an FDIC member bank. Customer funds held in brokerage accounts are SIPC insured, but are not eligible for FDIC insurance coverage. Funds maintained in the FDIC Bank Sweep are intended to be eligible for pass-through FDIC insurance coverage, but are not subject to SIPC coverage. FDIC insurance coverage does not protect against the failure of Alpaca, Alpaca Securities, or any of its or their affiliates and/or malfeasance by any Alpacaor Alpaca Securities employee. Program banks that participate in the FDIC Bank Sweep are not members of SIPC and therefore funds held in the Program are not SIPC protected. Please see alpaca.markets/disclosuresfor important additional disclosures regarding Alpaca Securities brokerage offering as well as FDIC Bank Sweep terms and conditions.

Opto Markets LLC is not a broker-dealer, investment adviser, nor a member of the Financial Industry Regulatory Authority (FINRA). Securities are offered by Alpaca Securities LLC (“Alpaca Securities”). Alpaca Securities is a broker-dealer regulated by the Securities and Exchange Commission (SEC), a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

Alpaca Securities LLC (“Alpaca Securities”) is not responsible for and is not providing the technology and services you receive from us to access and manage your brokerage account with Alpaca Securities. You firmly agree to hold Alpaca and its affiliates, owners, directors, employees, clearing firm and agents harmless for any loss or damage arising from the use of or unavailability of the technology and services that we are providing. For Trading API (to trade stocks) questions reach out to support@alpaca.markets.

Opto Markets LLC is not an investment advisor and nothing herein or mentioned on any other Opto channel should be construed as investment advice. The content on this website, on our app and on any other Opto channel is provided for informational, educational and entertainment purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee and is not an indicator of future results. Investors should consider their investment objectives and risks carefully before investing. Please seek the advice of an investment or financial advisor, and do not apply any of the generalized material available herein or on other Opto channels to your individual facts or circumstances without speaking to an investment or financial advisor. Unless otherwise stated, the prices used on this website are provided by third parties and are for display purposes only.

The information on this site is not intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.