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HOW IT WORKS.
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SHARE ABOUT SELF-DIRECTED IRAS
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To be eligible for the $100 credit per referral:
- Referrals must be new Vantage clients
- Referrals must list the referring Vantage client on page 2 of the account application
- Maximum of three referrals per calendar year
The $100 credit will be applied to the referring Vantage client once the new client account has been opened.
* Precious Metal accounts are not eligible for the referral credit.
