Refer A Friend Program

Invested Pro has developed a refer-a-friend program that allows all current members of a paid account to earn bill credits. Bill credits can be earned during and after a free trial period of a paid membership account. All bill credits earned will be applied to the next renewal on your annual plan. Bill credits may be used toward any Invested Pro paid plan and will also apply to your next renewal if you upgrade or downgrade your account.

Give 15% and Receive 5% for each friend you refer.

How to Earn Bill Credits

To join the refer a friend program and start earning bill credits, you must first become a member of Invested Pro by signing up for a paid account (currently a Pro, Pro Plus, Premium, or Enterprise Account). After you have started your membership, you are eligible for the referral program. It works as follows:

For each person you refer using your share link, you will receive 5% off of your next bill.
If you are on a free trial, you will receive 5% off of your bill when the free trial period ends and your account coverts to a paid account.
You are allowed a maximum of 25% off your next bill, which is equivalent to 5 friends signing up for an Invested Pro paid account. 25% is also equivalent to 3 months free on an annual plan.
After 5 friends sign up for an Invested Pro paid account, there are no additional bill credits.
All credits will be applied automatically to your account. You do not need to do anything to receive the bill credits.
Your referral must sign up for an account using the link you had provided to them (your share link). This is how we track the signup and apply the bill credit.
The dollar amount of your bill credit is based on the plan you are currently on. For example, if you are on the Premium plan and your annual renewal is $1,200 and you have referred 5 friends, you will save $300 and your cost of the annual plan will be $900.

Referral Rewards

For each person that you refer, they will receive a coupon code to apply to their account when they sign up for a paid membership plan. This coupon code will give them 15% off of their membership. As soon as they sign up and apply their discount code to a paid account, they will receive a 15% discount on their upcoming bill and you will receive a 5% bill credit.

Access Share Links

The share links are available from the refer a friend program page. You will be able to access your link anytime from the Refer-a-Friend program as long as you are signed into your Invested Pro account.

You can share your links in email, social media, or other marketing channels you might have access to.

Track Signups and Bill Credits

The easiest way to track your referrals and bill credits is by logging into your Invested Pro account and hovering over your avatar on the top right and clicking on settings. Go to Settings -> Referrals and you will see your bill credits and each referral you have earned, including the number of people that have clicked on your link.

You can also track your discounts by going to your Account section and viewing your invoices. Each time you receive a new bill credit, an invoice will be generated to show you the total amount of discounts applied to your next renewal.