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

November 1, 2019

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

  • Low fee investing options.
  • 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

  1. Login to your account and click ‘Rewards’ at the top right corner beside your name.
  2. Invite as many friends as you like via email or social media, using your personalized referral link.
  3. Once they open and fund their account (with $5,000 or more), you’ll both receive $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, 2020.

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

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