Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now
Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now

Broad Financial’s Referral Program

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 client about investing with a Broad Financial Self-Directed IRA.
  2. Next, fill out the form below.
  3. Then, your client will receive an email linking to our application, reminding them to add you as their referral source.
  4. You will receive your $200 referral bonus, approximately 30 days after the account is created and the balance has been paid!
Disclaimer below the form: Please note, this referral bonus is only open to CPAs and Financial Advisors

Name of the person you are referring

Your Name

Email of the person you are referring

Phone number of the person you are referring

Cannot be combined with any other offer.  Applicant must name existing client while applying. Referrer must be a current Broad Financial client in good standing. Checks will be mailed 30 days after the referral has paid in full.

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Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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