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 client about investing with a Broad Financial Self-Directed IRA.
- Next, fill out the form below.
- Then, your client will receive an email linking to our application, reminding them to add you as their referral source.
- 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
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.