Refer a Friend

Self-Directed IRAs are a well-guarded secret, known to the savviest of investors. We’re trying to change that, and we need your help. Refer your friend to Madison Trust today by following these 4 easy steps! 

  1. Tell your friend about your success investing with your Madison Trust Self-Directed IRA. 
  1. Next, fill out the form below. 
  1. Then, we will follow up with your friend and CC you via email with a referral code. 
  1. Once your friend funds their account, you will receive a $100 gift card!

*Please note, your referral cannot be an existing client with Madison Trust.