Share Asset Trust, save on your fee.
When someone you refer opens an account, we say thank you with a $50 credit toward your annual fee.
Refer a friend, save on your fee.
Know someone who could use a self-directed IRA? Refer them. When they open an account, we'll credit $50 toward your next annual fee as a thank you.
$50
off your annual fee
Create your referral link.
Fill this out and we'll generate a personal link you can share with friends. When they open an account through it, we credit $50 toward your next annual fee.
How the referral program works.
- 1
Tell a friend
Mention Asset Trust to someone who could use a self-directed IRA, and have them give us your name.
- 2
They open an account
When your friend opens and funds their Asset Trust IRA, we take care of everything for them.
- 3
You save on your fee
We credit $50 toward your next annual fee as a thank you. Simple as that.
The credit is applied to your next annual fee after your referral opens and funds their account. There's no limit on how many friends you can refer. We use a fee credit rather than a cash payment to keep everyone clear of the IRS prohibited-transaction and disqualified-person rules.
Want to start referring?
Open your account today, and you can start referring friends right away.