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Performance Guarantee

Performance Guarantee

The only reason to sign up for a service like ours is to get recommendations that beat the market. If we fail to live up to that pledge, then we don't deserve to keep your money.

We are so confident that the stock recommendations of the Zacks Ultimate will help you outperform the market that we are backing it up with a limited Money Back Performance Guarantee. That is on top of the 90 Day Money Back Guarantee that comes at the time of initial purchase.

Below are the details of this guarantee, but please don't let the legal jargon confuse you. We simply want to ensure that you gave our service a fair try and that you can supply documentation to back up the claim. Here are the specifics:

A Zacks Ultimate client may receive a 100% refund of the subscription fees paid for up to a full year if the client's Zacks stock portfolio under-performs against the S&P 500 during the holding period of the stocks. All of the following criteria must be met to qualify for the refund.

  • Must have bought and sold a minimum of 20 stock recommendations from the service.
  • Trades must be executed within 24 hours of notification.
  • The client must show full brokerage account trading documentation for the period in question.
  • The aggregate performance (i.e. realized losses or gains) of such Ultimate Trader stocks, as measured by the relative rise and fall in market price, is less than the performance of the S&P 500 during the time period that these stocks were held in the customer's account.

Note that this performance guarantee does not apply to professional/institutional investors. That is because these products were primarily created for usage by individual investors.

If you meet the preceding criteria, then please send your claim with full documentation to:

Zacks Investment Research
Attn: Zacks Ultimate - Refunds
10 S. Riverside Plaza, Suite 1600
Chicago, IL 60606

If your performance results prove to be less than the S&P 500 given the criteria above, then we will issue your full subscription refund within 5 business days at which time your access to the service will also be canceled.

To follow up on your claim, then contact us at or call 888-775-8348.


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