Everyone Wins When You Share IRA Financial.
$100 for You
Earn credit toward next year’s annual fee for each successful referral (up to $500 per year).
$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
Once they open and fund an account, you both get $100 off your annual fee. It’s that easy.
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
Once they open and fund an account, you both get $100 off your annual fee. It’s that easy.
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 $100 credit is automatically applied to your account and deducted from your next annual fee once the referred account is funded and verified.
Is it cash?
No. Referral bonuses are applied as account credits toward your future annual fees.
Do my friends need to do anything special?
They must sign up through your link and fund within 90 days.