Get $300. Give $100. Help a Friend Invest Smarter.

Know someone who’s ready to stop relying on Wall Street and start investing on their own terms? When they open and fund an account with IRA Financial, they’ll receive $100 off their annual fee—and you’ll earn $300 as a thank-you.

Earn $300 NowHow it works

Everyone wins when you share IRA Financial.

$300 for You

Earn credit toward next year’s annual fee for each successful referral (There’s no cap. Refer as many people as you’d like.).

$100 for Them

Your friends get an instant discount on their first year of fees when they join through your link.

Real Wealth, Real Control

You’re not just sharing a deal — you’re empowering someone to invest in real estate, crypto, private equity, and more.

Simple. Secure. Rewarding.

1

Login

Your personalized referral link is only available inside your secure account.

2

Share

Send your link via email, text, or social to as many contacts as you want.

3

Get Paid

When someone funds their account using your link, we’ll credit you $300. No limit. No extra steps.

Earn $300 Now

See What Our Clients Have to Say

4.7+
Average rating on 2,000

I decided to open a Self-Directed IRA because I wanted to invest in real estate projects. Also, having control of my money was a big motivating factor as well. Being able to decide where and when to invest has been very successful for me. All the real estate projects I have selected have been solid investments. I have recommended IRA Financial to friends and family.

Rene F.

My experience with IRA Financial has been excellent, and I am very excited to invest in my future. A special thanks for their assistance in setting up my Checkbook IRA. I truly appreciate their professionalism and sense of urgency.

Davor

My corporate marketing role was eliminated after 15 years. It gave me the idea to finally start working for myself. But then fear set in and for weeks I felt paralyzed. I didn’t know how to make it happen. The professionals at IRA Financial Group helped me take the leap of faith I needed and now I’m operating and feeling so confident backed by a strong support network at IRA Financial Group. It’s so worth the investment.

Tekisha Boone Minnesota

Frequently Asked Questions

Who can I refer?

Anyone not currently an IRA Financial client.

What counts as a “funded” account?

Your friend must complete a transfer, contribution, or rollover into their new IRA Financial account.

When do I get my bonus?

Your $300 credit is automatically applied to your account and deducted from your next annual fee once the referred account is funded and verified.

Is the $300 cash?

No. Referral bonuses are applied as account credits toward your future annual fees.

Do my friends need to do anything special?

Just open their account using your link and complete funding. We’ll take care of the rest.

Start Self-Directing Your Retirement

Build your retirement with a self directed IRA designed for alternative and non traditional investments

Open AccountFree Consultation
IRA Financial logo
Sign Up For Our Newsletter

"*" indicates required fields

This field is hidden when viewing the form
Name

IRA Financial (IRAF) is not a law firm and does not provide legal, financial, or investment advice. No attorney-client relationship exists between the Client and IRAF, its staff, or in-house counsel. IRAF offers retirement account facilitation and document services only. Clients should consult qualified legal, tax, or financial professionals before making investment decisions. IRAF does not render legal, accounting, or professional services. If such services are needed, seek a qualified professional. Custodian-related service costs are not included in IRAF’s professional services.