Refer a Friend
Instructions
The Refer a Friend Program lets you send an invitation to somebody you know to open an account with us, and in return you may receive a payment of up to $200. Referrers are limited to 15 referrals per year and 30 referrals total.
Click here to review program detail and eligibility requirements.
If you are a Financial Advisor who also has an individual account, you cannot participate in the Refer a Friend Program.
Refer a Friend Payout Rules
Referrers are paid $200 for each referred client when the referred client opens an individual, joint, trust or retirement account, funds and maintains a balance of at least USD 10,000 for one year.
Referral bonuses and welcome shares will not be paid when the referrer and the new client are within the same household.
To participate in the Refer a Friend Program
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Refer a Friend.
- Share the link via an email or copy the personalized link and send it via your preferred method.
- You will receive a payment based on the payout rules listed above.
To view Refer a Friend Status
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Refer a Friend Status.
Additional Resources
Learn About the Client Portal Interface at IBKR Campus