Refer a friend to WealthBar, be $50 richer
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
- Login to your account and hit the ‘Refer a friend’ on your dashboard.
- 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!
- Then sit back and wait for payday!
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.