Referral Program Overview
The E*Hedge Referral Program can be utilized by an individual or a company with investor influence of its own. If you are a investor with multiple friends and colleagues who can benefit from our advisory service, check out our Champions program.
Individual Referral Program:
Introduce E*Hedge to your colleagues or friends and family, and we’ll reward you for the introduction. Join the E*Hedge Champions Referral Program and start referring colleagues today! Membership is free, and each successful referral will earn you 15% commission on advisory fees for up to two years. That’s right. All you have to do is make the introduction, and the E*Hedge team will do the rest.
Referral Program Frequently Asked Questions
Who is eligible?
Almost everybody! We accept referrals for advisory clients anywhere in the world. Referral leads can be submitted by anyone, with the exception of any E*Hedge employees, and anyone younger than 18 years old.
What is a valid referral?
A referral is defined as a named contact with a direct affiliation with you and as having an interest in using digital advisory services.
Do I have to be an trader or E*Hedge customer to make referrals?
No, the E*Hedge Referral Program is open to anyone.
Do you pay me (the referrer) personally?
Yes, we will issue you checks on a monthly basis as we receive payment from the referred account.
Are the commissions taxable?
Yes, the commissions are taxable income. In order to pay you commissions, we will need a completed W-9 form on file. Upon joining the program, you will receive instructions regarding the W-9 form. For additional tax guidance, E*Hedge recommends that you consult a financial adviser.
How long do I have to wait for my commissions?
Payment is issued on a monthly basis, and only after E*Hedge receives payment from the collegues that you refer. Therefore, your commissions may take more than one monthly cycle to be issued. During incentive promotions, rewards are issued according to the terms of the promotion.
What if my referral does not become a E*Hedge customer?
Commissions are only issued for referrals that result in a funded advisory account. Referrals that do not become customers are not eligible for commission payments.
What if my referral is already in the application process with E*Hedge?
Qualifying referrals must be an introduction to an account that is not actively engaged with E*Hedge.
Do I need to know the person I am referring?
While it is not a strict requirement, as a courtesy E*Hedge highly recommends that you know the person you refer to E*Hedge and that you confirm with that person that it’s fine offer E*Hedge portfolio services to that person.
How long does my referral have to remain a customer for me to earn commissions?
Commissions are based on the monthly advisory fees received by E*Hedge for the companies you refer. You will begin receiving payments as soon as E*Hedge does, subject to monthly payment cycles.
What if I have additional questions?
If you have additional questions, please send a message to referrals@eHedgewealth.com and we will be happy to help you.