Refer a friend

Share Asset Trust, earn into your IRA.

When someone you refer opens an account, we say thank you with $50 to $100 deposited straight into your IRA.

A thank-you that pays you back

Refer a friend, earn into your IRA.

Know someone who could use a self-directed IRA? Refer them. When they open an account, we'll deposit $50 to $100 right into your IRA as a thank you.

They openYou earn

$50$100

into your IRA

Three easy steps

How the referral program works.

  1. 1

    Tell a friend

    Mention Asset Trust to someone who could use a self-directed IRA, and have them give us your name.

  2. 2

    They open an account

    When your friend opens and funds their Asset Trust IRA, we take care of everything for them.

  3. 3

    You get paid

    We deposit $50 to $100 right into your IRA as a thank you. Simple as that.

The exact amount and the terms of the referral reward will be confirmed when Asset Trust opens. There's no limit on how many friends you can refer.

Want to start referring?

Get on the list now, and you'll be ready to refer friends the day we open.