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?