Join our referral program and get rewarded!

Of course, the more the merrier! We encourage you to share your personal referral link with anyone who you think could benefit from Wealthbox.

As a referrer, you’ll qualify for a gift card when someone uses your personal referral link to sign up for a Wealthbox trial or demo session and subsequently becomes a new Wealthbox subscriber. If you’ve been referred to Wealthbox by a friend, you’ll qualify for a gift card when you purchase a new Wealthbox subscription. See our Terms & Conditions for full details.

Yes, you can refer someone from your own firm. However, the referral will only qualify if your referral signs up for a new Wealthbox account subscription – adding users to an existing Wealthbox subscription will not qualify you for a gift card.

You will receive your gift card within 60 days of qualifying – for details on how to qualify, please see “How do I qualify for a gift card?” above. The digital gift card will be sent to the email address that you used to create your personal referral link.

If you’d prefer not to receive a reward for your participation in the Wealthbox referral program, please let us know and we will make note of that.

To view the program terms and conditions please click here.

Please direct any questions about the referral program to support@wealthbox.com.