CruizerBill

On 2/20/2024 at 8:28 AM, dreams_of_travel said:

Thanks for the detailed info.  Question:  Do you add your booking info in the app when you are able to select "Redeem"?

Yes. When the "Redeem perk" button is available, selecting it will provide a page to enter booking info.

1 hour ago, Alaska05 said:

What is the app called on the Apple App Store 

Stockperks

How I received my SOBC with minimal personal info release.

• In the Stockperks app, create an account by providing only your Name and Email address. My profile is still at 10% completion, but that is enough information to proceed. 
• For validation without providing brokerage account info, choose the Fidelity or Alinea option. This will allow you to upload a redacted shareholder statement for validation. Do Not select the Plaid option, which prompts for more info than necessary.
• After shareholder validation is completed (within a few days), go back to the app and "Redeem" the perk. OBC was in my account within a couple of days. Note: A recent glitch caused the Redeem button to be greyed out, but Stockperks resolved that issue a few days ago.

Refer to the StockPerks YT video.