Referral Program
General Information
11 articles
How do I refer a friend or family member?
Is there a limit on how many people I can refer?
What are the referral rewards and how will I receive them?
How do I track my referrals?
Can I receive my Referral Reward in cash?
Can I refer someone who is already a member of InvestSMART or InvestSMART Group service?
Can I refer someone if I am not a subscriber/investor?
If I open multiple accounts or use another InvestSMART Group service, can I refer myself?
What happens if I or my Referee closes their account?
What if I am an Intelligent Investor subscriber and I refer someone to the InvestSMART Professionally Managed Account or vice versa?
What happens if I or my Referee cancels the subscription early?