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.
Everyone wins when you share IRA Financial.
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.
See What Our Clients Have to Say
Great service right from the get-go through to the after-service. The introduction of what a Solo 401(k) is and how to use it through to getting it all set-up was seamless and very well supported. The only issue is the lack of Banks supporting Solo 401(k)’s, but once connected with Wells Fargo everything has gone smoothly.
Before contacting IRA Financial Group, I conducted an extensive market research on Solo 401(k) providers. From the initial phone call, I was impressed with the professionalism, the wealth of information provided, the caliber of services and companies they are affiliated with. I personally thank Jennifer Dann for making the application process go so smoothly, for the prompt assistance on the immense amount of questions I had, for her commitment to make sure I clearly understood every answer, and for the one-on-one dedicated attention provided. In addition, I commend the firm for the technically advanced and secured process they have in place for the transfer of documents and payments processing. And, lastly, for offering compliance service included with the yearly fee. I’m one very satisfied customer. I can safely say, the time I spent doing market research truly paid off!
I would highly recommend this company to anyone considering changing to a self directed IRA or solo 401(k). I had both a Roth and regular IRA and converted both to new self directed plans. They thoroughly explained the differences and benefits between plans and directed me toward the best plan for the type of investment I was planning on making. It was a very easy process!
Frequently Asked Questions
Anyone not currently an IRA Financial client.
Your friend must complete a transfer, contribution, or rollover into their new IRA Financial account.
Your $300 credit is automatically applied to your account and deducted from your next annual fee once the referred account is funded and verified.
No. Referral bonuses are applied as account credits toward your future annual fees.
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
