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Equity Trust Client Referral Program

Refer New Clients and Receive Up to $500 in Gift Cards Per Year

It’s now easier than ever to earn cash for referring friends to Equity Trust. Sign up for a Referral Rock account to start referring!

Our enhanced referral program enables you to seamlessly refer others. The best part? For every account you refer through the program that opens and funds, you will receive a $100 Mastercard gift card – up to $500 per calendar year!

Get Started

How to Get Started

Follow these steps to share your unique referral link and get credit for new clients.


Sign up For a Referral Rock account


On your dashboard, you’ll find your unique referral link – choose from the easy options to share it with friends


Wait for your referral to open and fund an account

Check your inbox for your gift card!

*Referral program offer is non-transferable. Current clients only. To receive the referral bonus: 1) you must share the unique application link; 2) a recipient must use the unique application link to open a new account; and 3) the new account must be funded with contributed or deposited money. Referred account(s) must be opened using the referral application link to qualify. Prior referrals or accounts that are opened without the use of the unique referral application link do not qualify for the referral bonus. Additional accounts opened by you do not qualify for the referral bonus. For each qualifying referral that opens and funds an account according to the referral program requirements, a Mastercard virtual gift card will be issued to your email address on record within 12 weeks of the requirement being met. The Mastercard gift card value will be $100 for each qualifying referral, up to $500 per calendar year. The referral program may be changed or discontinued at any time.