If you have been satisfied with your Firstrade experience, now is the time to tell your family, friends and colleagues. Our Refer-a-Friend promotion provides a great an incentive to tell someone about Firstrade. How about $50 for each friend you refer to Firstrade? Your friend will also benefit by receiving the the new account special offer.
How to refer a friend:
- STEP 1: Login to your Firstrade account.
- STEP 2: Click on "Customer Service" -> "Promotions" -> "Refer a Friend".
- STEP 3: On the referral center, you can send out invitation, track the status of invites, and best of all count successful referrals.
Invite as many friends as you want, and watch the referral bonuses really stack up! For limited time only, start to invite now!
Referral must be entered through the Refer-a-Friend webpage. The referee must open a new Firstrade account by clicking on the link in the refer a friend email notification, deposit $2,000 (or transfer assets from another brokerage firm with market value of $2,000) within the first 30 days of opening the new account and execute at least one equity (stock) or options trade within 30 days from the initial deposit date.
Referral Credit Payment Terms:
Once the referee deposits the qualifying $2,000 deposit, s/he will qualify for the new account special offer. Fixed income and mutual fund orders are excluded from the commission-free trade offer. Eligible $50.00 credits are posted to the account after the referee's account funding and qualifying equity trade. Referral credits and the initial deposit must be maintained in the account for a minimum of 12 months. Otherwise, the credits may be reversed if the initial deposit is withdrawn or the account is closed or transferred. The referee may elect to opt-out of the offer and no referral credit will be issued under this circumstance. Both the referrer and the referee must maintain accounts in good standing. Accounts with prior special arrangements with Firstrade do not qualify. These terms are effective starting from 12/15/2011. This offer is valid for Firstrade individual or joint investment accounts only. IRAs, both referrer and referee, Partnership, Corporate, Investment Club, ESA Education Planning Account, and Custodial Accounts are not eligible. Firstrade reserves the right to void a referral, without prior notice. Firstrade reserves the right to modify or terminate this offer without prior notice. Limit one offer per household.
This is not an offer or solicitation in any jurisdiction where Firstrade is not authorized to conduct securities transaction.
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