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Refer a friend to WealthBar, be $50 richer

June 27, 2017

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Refer a friend to WealthBar, be $50 richer

Market Insights

Being good to the people you care about is its own reward, but we think nice folks deserve a little something extra.

Every time you refer a friend** (or someone else you care about) to WealthBar, you both can come out ahead with $50 each! See, sharing is caring!

How the WealthBar referral program works for you and your friend

  1. Login to your account and hit the ‘Refer a friend’ on your dashboard.Refer a friend to WealthBar
  2. Enter your friend’s email in the form and click ‘Send Email’ or just click a button to share your personalized referral link on Twitter or Facebook!
  3. Then sit back and wait for payday!Refer a friend to WealthBar

When your friend funds their account up to $5,000, you have earned your $50!

Even better, if you’re already a WealthBar client, then you know that your friend will get:

  • Better investment performance and fees 60% lower than traditional mutuals funds.
  • 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.

Already a WealthBar client? Log into your dashboard and click the ‘Refer a Friend’ button!

** The referral offer is limited to only new clients who have been referred by an existing active client of WealthBar. WealthBar’s referral program is subject to change without notice.

A few minutes today could save you thousands tomorrow.
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