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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.
  2. Next, fill out the form below.
  3. Then, we will follow up with your friend and CC you via email with a referral code.
  4. Once your friend funds their account, you will receive a $100 check!

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

Refer A Friend

Your Info:

Your Friends Info:

Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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