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Get £25

Earn £25 when you sign up or earn £25 when you refer someone who signs up

Verified May 2021

Wealthify Refer a Friend Details

#finance

Wealthify is an investment company whose objective is to make investing easy and affordable for everyone, with no complicated jargon, no daunting fees, just straightforward, effortless investing. Wealthify is backed by Aviva, one of the largest and most recognised financial services brands, who invest in the brightest companies around the world to deliver innovative insurance and investment products and services.

If you sign up as a customer using one of our member's Wealthify refer a friend links, you will get £25 cash. Full terms and conditions can be found below.

Terms and conditions

Referrer instructions

Log in to your Wealthify account and get your referral link. Post the link on ReferMeHappy.

Friend instructions

Click on one of the referrer's links above to sign up as a customer to Wealthify.

Payment details

The cashback will be paid automatically into your Wealthify Plan within 30 days of our criteria being met. You can see the full criteria in our terms and conditions. If the cashback is being paid into an ISA and this would take you over your ISA allowance for that year, we’ll pay it directly into the bank account you’ve registered with us.

Any other conditions?

If your friend withdraws money from their plan which takes them below the qualifying amount, cashback will not be paid to either you or your referred friend. If the value of their plan reduces because of movements in the market, cashback will still be paid.

Is there a limit on referrals?

You can refer as many friends as you like, but the maximum amount of cashback you can claim through inviting friends is £750. You can invite more friends to join Wealthify and anyone who qualifies will receive the £25 cashback, but your cashback for referring friends will be capped at £750.

Do I have to be a customer to make referrals?

To be eligible to make referrals, you must have an account with Wealthify, and you have at least one invested plan, you can refer your friends. If your invited friend goes on to successfully open a Wealthify plan, deposits at least £500 and leaves it invested for three months or more, both you and your friend will receive £25 paid directly into your plans.

How do I find out more?

For full terms and conditions at the Wealthify site go to https://www.wealthify.com/faq/refer-a-friend

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