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  • HOW IT WORKS.


  • SHARE ABOUT SELF-DIRECTED IRAS


  • 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.