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 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
- Login to your account and click ‘Rewards’ at the top right corner beside your name.
- Invite as many friends as you like via email or social media, using your personalized referral link.
- 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!