Skip Navigation

Get $100. Give $100. Help a Friend Invest Smarter.

Know someone ready to take control of their retirement? When they open and fund an account, you both get $100 off your annual fee.

Start Referring

Everyone Wins When You Share IRA Financial.

100 for you

$100 for You

Earn credit toward next year’s annual fee for each successful referral (up to $500 per year).

100 for them

$100 for Them

Your friends get an instant discount on their first year of fees when they join through your link.

wealth

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.

step 1

Login

Your personalized referral link is only available inside your secure account.

step 2

Share

Send your link via email, text, or social to as many contacts as you want.

step 3

Get Paid

Once they open and fund an account, you both get $100 off your annual fee. It’s that easy.

Start Referring

Simple. Secure. Rewarding.

step 1
Login

Your personalized referral link is only available inside your secure account.

step 2
Share

Send your link via email, text, or social to as many contacts as you want.

step 3
Get Paid

Once they open and fund an account, you both get $100 off your annual fee. It’s that easy.

Start Referring

See What Our Clients Have to Say

I’m beyond pleased with having my self-directed IRA in your teams capable hands. In a few short months, it’s already proving to be a solid retirement investment vehicle. The fees are insignificant compared to the value. Many thanks.

Ann M. C.

Illinois

The process of setting up my self-directed IRA was quick and painless. There were a lot of forms to be completed, but the customer service at IRA Financial Group is great and they are very quick to respond. I was able to complete my set up quickly and get my funds transferred very quickly. Thanks!

Christy

Virginia

I am extremely pleased with the service and professionalism provided by the IRA Financial Group. I don’t think you can find a better firm to handled Self Directed IRA accounts. Keep up the great work and I will always do business with you.

Owen S.

Texas

IRA Financial Group was invaluable in setting up my account. They explained all of the details involved with the process and made the entire evolution simple and efficient. If someone is considering a self-directed IRA, IRA Financial Group is the clear choice.

Michael J.

Utah

Trustpilot

Frequently Asked Questions

Who can I refer?

Anyone not currently an IRA Financial client.

Your friend must complete a transfer, contribution, or rollover into their new IRA Financial account. 

Your $100 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.

They must sign up through your link and fund within 90 days.