This video will show you how to refer a friend to Entrust.
Earn up to $500 per year by referring your friends to The Entrust Group.
The benefits of client referral are twofold:
- Your friends can open their account for free (waiving the usual $50 establishment fee).
- Your account receives a $50 credit for each friend who funds their account.
You can receive up to $500 in referral credits per year, meaning many Entrust clients could completely offset their annual recordkeeping fees.
In this article, we’ll provide step-by-step instructions for referring a friend to Entrust and earning your $50 credit:
- Generate and Copy the Referral Link: After logging in to the Entrust Client Portal, scroll down to the "Quick Links" box. Click on "Refer a Friend." A unique referral link will be generated. Click the button to highlight the link, then right-click and select "Copy."
- Share the Referral Link: Send the copied link to the friend you are referring. Your friend will use this link to open a new account with Entrust.
- Friend Opens and Funds Account: Your friend must open and fund their new account using the referral link. The $50 account establishment fee will be waived for your friend.
Verification and Credit: Entrust manually verifies referrals once a week. Once your friend's account is funded and verified, a $50 credit will be added to your account.
By following these steps, you can successfully refer your friend to The Entrust Group and earn multiple $50 credits to you account.