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.
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.
See What Our Clients Have to Say
Setting up my Checkbook IRA LLC could not have been easier. The turnaround was fast, questions were answered promptly.
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.
I must say that my experience hiring IRA Financial Group and Rep. Ravenna Maer to handle my self-directed LLC was extraordinary and very professional. They work rapidly and hassle free. They communicate well and as often as I needed. Also, Ravenna Maer took the time to answer every question I had. I highly recommend IRA Financial Group to everyone who is interested in IRA’s.
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
