Blooom Referral Program

Refer a friend. Cash in.

It pays to join our Refer a Friend program — literally. But not just for you, it gives your besties a discount too. It’s easy.

Blue megaphone with confetti coming out of the end

1. Join program.

Once you sign up to become a client, you’ll get a personalized link to share with friends.

This will guide them through an account analysis and end with a personalized investment strategy, ALL FOR FREE.

2. Refer friends.

Share your referral link wherever, whenever. Use social media, email, text, whatever floats your boat.

Now is not the time to be selfish, everyone could use a little help sometimes. Spread the financial love!

3. Cash in.

Get a $20 Amazon gift card for EVERY friend who takes our free analysis.

AND, if your friends become blooom clients, they get $20 off their annual subscription.

Show the love to someone who might need a little help with their retirement.

Start referring

View our Refer-a-Friend Program Terms for guidelines.