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When you open a new account or refer a friend, the Victory Capital Bonus Program will pay you $100. 

 

 

Follow these easy steps

I am a
new investor

Apply for a qualifying account.

Open Account Opens a New Popup

Complete the Investment Bonus Form.

Download PDF Opens a New Window

Send the completed form back to us.

Email us

or Fax to (210) 941-0876

I am an
existing investor
who made a referral

Complete the Referral Payment Form.

Download PDF Opens a New Window

Send the completed form back to us.

Email us

or Fax to (210) 941-0876

 

 

 
 

Approval

Once your form is approved, the qualifying accounts (for the new investor and the referring individual) will be funded. 

Need help? 

If you need help with the forms or have questions about the bonus program, contact us at (888) 928-1998 from 7:30am to 8:00pm CT Monday-Friday or from 8:00am to 4:30pm CT on Saturday. 

 
 

Restrictions Apply: Only new investors creating a New Account that are funded on or after November 1, 2020, through December 31, 2022, are eligible for this Investment Bonus program. These dates are subject to change without prior notice. New accounts must set up an automatic investment of at least $50 per month in order to qualify for the Investment Bonus or Referral Payment, and account holders must submit the appropriate forms within 60 days of the new account opening. Please review the Forms for more details.

Victory Capital means Victory Capital Management Inc., the investment adviser of the Victory Capital mutual funds, USAA Mutual Funds and the USAA 529 Education Savings Plan (Plan). The Victory Capital mutual funds and USAA Mutual Funds are distributed by Victory Capital Services, Inc., member FINRA, an affiliate of Victory Capital. The Plan is underwritten and distributed by Victory Capital Services, Inc. Victory Capital and its affiliates are not affiliated with United Services Automobile Association or its affiliates. USAA and the USAA logos are registered trademarks and the USAA Mutual Funds logo and the Plan logo are trademarks of United Services Automobile Association and are being used by Victory Capital and its affiliates under license.

Consider the investment objectives, risks, charges and expenses of the USAA 529 Education Savings Plan (Plan) carefully before investing. Download a Plan Description and Participation Agreement containing this and other important information about the Plan from Victory Capital Services, Inc., Underwriter and Distributor. Read it carefully before investing. You should compare the Plan with any 529 Plan offered by your home state or your beneficiary’s home state and consider, before investing, any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in the home state’s plan.

Interests in the USAA 529 Education Savings Plan(Plan) are municipal fund securities issued by the Nevada College Savings Trust Fund (Trust). The value of an investment in the Plan will vary with market conditions. The Plan is administered by the Nevada State Treasurer, Zach Conine. Victory Capital Management Inc. provides investment management services, and Victory Capital Services, Inc. markets and distributes the Plan. Ascensus Broker Dealer Services, Inc. serves as the Program Manager as well as effects account owner transactions in the Plan. Interests in the Plan are not guaranteed by the Trust, the Plan, the state of Nevada, the Board or any other governmental entities, or any USAA, Victory or Ascensus entities and you could lose money.

All investing involves risk, including potential loss of principal.

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