REFER-A-FRIEND
Make Your Connections Count. Earn $200.
Refer a friend to Madison Trust and earn $200 when they fund their Self-Directed IRA.
REFER-A-FRIENDNo thank you
By introducing your friends to the flexibility of a Self-Directed IRA at Madison Trust, you’re helping them achieve retirement freedom potential. In return, we’ll credit you $200 for every successful referral upon account funding – indefinitely. Strengthen your financial future by helping them start theirs today.
Madison Trust is an investor-first Self-Directed IRA custodian offering flat, predictable fees and live guided support for alternative investments.
Self-Directed IRAs are a well-guarded secret, typically only known to the savviest of investors. Not many prospective savers/investors are aware of self-directed accounts, or that their investment options can expand beyond Wall Street products. By sharing this knowledge with a friend, you could be potentially placing them in a better financial position.
The refer a friend program is designed for new Madison Trust clients only. If your friend already has an account with us, they cannot be included in this offer.
While it’s great to love yourself and consider yourself a friend, you, yourself are ineligible as a referral.
Yes! As a reminder, these individuals cannot already be existing clients at Madison Trust.
We give $200 for every account that is opened and funded per your referral. In this instance, you would receive $400 in total.
There is no cap to the amount of friends and family you can refer! Please remember that regardless of how many people you refer, you will only receive $200 for every account that is opened and funded.
Referral payments are issued by check and mailed to the eligible recipient.
Get the intricacies of how it all works, how it’s helped others, and how it can potentially help your friend while expanding your wallet.
Claim Your Free DownloadREFER-A-FRIEND
Refer a friend to Madison Trust and earn $200 when they fund their Self-Directed IRA.
REFER-A-FRIENDNo thank you
REFER-A-FRIEND
Refer a friend to Madison Trust and earn $200 when they fund their Self-Directed IRA.
REFER-A-FRIENDNo thank you