Although Class Plus 2.1 was closed in November 2017, existing clients are eligible for the following special offers:
- Make a total maximum deposit of $25,000 to their account for the calendar year before December 31, 2019.1
- Make an additional maximum deposit of $25,000 during the 2020 calendar year before December 31, 2020.2
These may consist of lump-sum deposits, including transfers from other institutions, or pre-authorized debits from the client’s bank account.3