It’s a new year๏ผtime to review your portfolio! We’re introducing an all-new Tasks to help!

Tasks are todos for your account. If you have available tasks, you’ll see an alert in your Newsfeed to open the Tasks List. You can review and complete tasks by clicking uncompleted tasks to get started.

New Year Tasks

You’ll see some initial tasks to get setup for 2023. Don’t see any Tasks? Make sure to update your app first!

  1. Review Portfolio Strategy: Review your investment strategy selection
  2. Reconfirm Investment Plan: Check-in on your long-term investment target
  3. Align Your Recommendations: New questionnaire on 2023 expectations
  4. Review Management Settings: Adjust your Autopilot preference, recommendation sensitivity and rebalance frequency
  5. Setup Auto Deposit: Set it and forget it investing!
  6. Weekly Airdrop: Get in the habit of checking your Task weekly for a reward!

Bonus Promo: Complete 4 or more Tasks in January for a bonus 250 reward points or complete all 6 Tasks for double the reward (500 points total)! 1 2

Promotion Period starts January 18, 2023 and ends January 31, 2023. To qualify for the promotion, the userโ€™s account must be open with qualifying tasks completed within the Promotion Period. This promotion may be modified, canceled or withdrawn at any time at Ursaโ€™s sole discretion. All rewards subject to all terms and conditions of our Ursa Reward Program Terms.
1 Promotional rewards will be distributed in-app as an airdrop within 5 business days of the end of the Promotion Period. Rewards must be claimed in-app. Rewards will not be distributed if user account is closed. Rewards may be retracted for manipulation, fraud, deception or any other illegal activity at Ursaโ€™s sole discretion.
2 Rewards Points are redeemable for portfolio stock in 10,000 point increments ($10). Unredeemed points hold no monetary value. Once redeemed, monetary value of reward point redemption must be held in accounts for at least 1 year before withdrawn. Closed accounts forfeit any redeemed rewards not held for at least 1 year.