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Understanding the 90-Day Holding Period for Gifted Worthy Bonds
Understanding the 90-Day Holding Period for Gifted Worthy Bonds
John Lasak avatar
Written by John Lasak
Updated over a week ago

At Worthy, our commitment revolves around community and financial growth. This commitment shines through our innovative offerings, including allowing our users to gift Worthy Bonds to their friends and loved ones. Whether you're on the giving or receiving end of this generous gesture, here’s what you should know:

  1. Gifting Bonds? Gifted bonds can be presented to a user who either has an existing Worthy account or will establish one to claim their gift. (Note that as the giver, you must buy a new bond to gift, they cannot be transferred from your existing portfolio). Once your recipient claims these bonds, they embark on a journey to grow their portfolio with Worthy, beginning with a 90-day holding period of the gifted bonds.

  2. Receiving Bonds? If you're the gift recipient, you can claim your gifted bonds by logging into your Worthy account. If you’re new to Worthy, you’ll first create an account to hold the bonds. Once claimed, these bonds need to be held for a period of at least 90 days - we hope you'll keep them longer (and even add to them!) to see your portfolio grow.

  3. Eligibility: It’s important to note that new customers must be a US citizen (including residents of Puerto Rico) and be at least 18 years of age to be eligible to receive or claim gifted bonds

For any questions or clarifications, our dedicated team is always at your service at support@worthybonds.com, or you can visit our comprehensive Help Center. We're here to assist and guide you every step of the way on your Worthy adventure!

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