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Zacks Value Investor > Performance Guarantee

Performance Guarantee

Zacks Value Investor 100% Money Back Performance Guarantee

We here at Zacks are officially putting our money where our mouth is. From the day you subscribe, you have 90 days to change your mind and request a full refund. After that, in order to get a refund, you need to follow our limited 100% Money Back Performance Guarantee.

We are so confident the stock recommendations of the Zacks Value Investor will help you outperform the market that we are backing it up with a limited 100% Money Back Performance Guarantee. Below are the details of this guarantee, but please don't let the legal jargon blind 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 Value Investor client may receive a 100% refund of the subscription fees paid during his/her current subscription term 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.
•    If the subscriber followed the Zacks Value Investor, then they must have bought and sold a minimum of 20 stock recommendations from the portfolio.
•    Trades must be executed within a 24 hour period of the Additions and Deletions notifications.
•    The client must show full brokerage account details for the period in question.
•    Performance will be based on all stocks traded (i.e. purchased and sold) in such period that were Zacks Value Investor recommendations at the time. And a refund will be given only if the aggregate performance (i.e. realized losses or gains) of such 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.

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

Zacks Investment Research

Attn: Zacks Value Investor - 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 valueinvestor@zacks.com or call 888-775-8348888-775-8348.

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