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!
- Tell your friend about your success investing with your Madison Trust Self-Directed IRA.
- Next, fill out the form below.
- Then, we will follow up with your friend and CC you via email with a referral code.
- 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.