Tag: investment
Fidelity
To Refer a Friend
- Head to the friends and family page to get started with your referrals.
- Once logged in you will be able to input the names and email addresses of the new customers you wish to refer. You will also be able to add a personalised message so you can explain why you have referred them.
- Once submitted, Fidelity will send your personalised emails to the recipients along with a special invitation link that will explain how to sign up.
- Your newly signed up friend will receive one-on-one guidance, expert insights, and investing tools.
To Be Referred
- Give your friend your email address and permission to submit it to the Fidelity referral program.
- Wait for your special invite email. It will contain information on the different Fidelity offerings and products, along with personalised information on how to benefit from your membership.
- You will also receive one-on-one guidance, expert insights and investing tools to help you get started.
Referrer: N/A
Friend: Guidance Package
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Robinhood
To Refer a Friend
- Log into your account and locate the “Invite friends, get free stock” card – from here you can invite your contacts to the app.
- Your invite will be sent to all of your selected contacts.
- Pay attention to the current conditions of the referral promotion, as they’ll need to be met before your free stock can be claimed.
- For each new signup that meets the conditions, you’ll receive a free stock – ensure you claim it within 60 days.
To Be Referred
- Ask that your friend refer you from the “Invite friends, get free stock” card within their account settings.
- Once you have the invite, set up your new account – check with your referring friend what conditions you must now meet to unlock your free share.
- Start inviting your own contacts to the app, and you could end up with shares totalling $500.
Referrer: Free Share
Friend: Free Share
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Webull
To Refer a Friend
- Head to the referral page and either sign in your account or create a new one (pay attention to the new account offers – you can snag two free stocks if you deposit more than $100).
- You’ll find instructions on how to refer friends once you’re logged in.
- For every friend you refer you’ll receive 2 stocks, valued between $12 and $1400.
- To unlock the free stocks be sure that your newly referred friend opens their brokerage account and make a deposit of $100 within 30 days.
- Each ACH deposit takes 5 trading days to complete. You will be able to claim your free stock after your referral’s fund settled only.
To Be Referred
- Get hold of your friend’s referral code or link – they can share it by email, social media or simply copy & pasting it to you.
- Once you’re on the Webull site, sign up for a new brokerage account.
- You’ll need to make an initial deposit of $100 to unlock your referee friend’s bonus stocks.
- You’ll also receive 2 free stocks as a sign-up bonus.