Double rewards! Refer a friend to WealthBar before April 30 and you both get $100!

October 26, 2018


Double rewards! Refer a friend to WealthBar before April 30 and you both get $100!


Our rewards program just got a little richer – but only for a limited time!

For every friend you refer that opens and funds an account before April 30, we’ll give you both $100. That’s double our regular reward.

Best of all, there’s no limit. Refer as many friends and family members as you’d like!

What your friend gets when they become a WealthBar client

  • Better investment performance and fees 60% lower than traditional investments.
  • A personalized plan to reach financial goals, designed with the help of a financial adviser.
  • A convenient, easy-to-use dashboard to manage investments online.

How the WealthBar referral program works for you and your friend

  1. Login to your account and hit the ‘Refer a friend’ button on your dashboard.
  2. Invite as many friends as you like via email, SMS or social media including Twitter or Facebook, using your personalized referral link.
  3. Once they open and fund their account (with $5,000 or more), you’ll both receive $100.
Double rewards! Refer a friend to WealthBar before Dec. 31 and you both get $100!

Already a WealthBar client? Login to your dashboard to refer a friend before April 30 to earn double rewards! 

Terms & Conditions

This referral offer is limited to new clients who have been referred by an existing client of WealthBar. The referral bonus will be applied as a WealthBar fee credit to each user’s account. In order to be eligible, the person being referred must invest a minimum of $5,000 or more, before April 30, 2019.

WealthBar’s referral program is subject to change without notice, so take advantage while you can!

A few minutes today could save you thousands tomorrow.
Start investing in under 5 minutes. No hold music. No paperwork.