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

My wife and I have decided to take control of our own IRAs. Using IRA Financial Group has been very simple. Our account manager is very accessible and responsive. The service received compared to the price paid is very good.

William D. Oregon

I am very impressed with IRA Financial Group. The paperwork was flawless and easy to follow. Walter was great at answering all of my questions and processed my application quickly. I am so glad I went with this company! I really feel like they have my back in what is a complicated process. Thank you.

David M. S. Arizona

I've looked at all of the participants in this space and IRA Financial was the clear choice. They were the easiest to work with, answered all my questions and concerns prior to me taking the steps to open the account. The process is straight forward and there are no surprises. My investments in Real Estate have been largely successful. IRA Financial is professional, has great support, and put the customer in the driver's seat.

Dean F.

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.

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

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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.