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.
Login
Your personalized referral link is only available inside your secure account.
Share
Send your link via email, text, or social to as many contacts as you want.
Get Paid
When someone funds their account using your link, we’ll credit you $300. No limit. No extra steps.
Simple. Secure. Rewarding.
Login
Your personalized referral link is only available inside your secure account.
Share
Send your link via email, text, or social to as many contacts as you want.
Get Paid
When someone funds their account using your link, we’ll credit you $300. No limit. No extra steps.
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.