Advanta IRA Referral Program

Refer a Friend to Advanta IRA and Save!

We appreciate our clients and know that you are our best referral source for new clients. Now we want to reward you for your referrals!

How it works

Between January 15, 2020 and June 30, 2020, you will save $50 off your fees for every person you refer who opens a new account with us. The more people who open a new account and mention your name, the more you save! So make sure your friends mention your name when they open their new account(s).

Interested? Here are three options to get started

  • Contact your client account manager with your friend’s name and information and we will reach out to them
  • Have your friend contact us at 800.425.0356 or [email protected]
  • Fill out the form with your information and we will contact you

The fine print

  • Discount has no cash value
  • Discount cannot be combined with other discounts
  • This promotion is not valid for existing clients opening additional account(s)
  • Make sure your friend mentions your name when they open their account

Your Information