You’ve taken financial control of your retirement account. It’s time the special people in your life took control too! Your friends and family matter to you, and you matter to us.

Refer your friends and family to Horizon Trust and earn a $100 gift card!
Earn a $100 gift card for every referral who opens and funds a new account with our team at Horizon Trust.

REFER TO YOUR FAMILY AND FRIENDS

STEP 1

Submit the name, email address, and phone number of the person you want to refer.

STEP 2

We will contact your referral, and our transfer team will work with them to open and fund their account.

STEP 3

Once they open an account, YOU receive a $100 Visa Gift Card and they receive Horizon Trust’s high level of customer satisfaction.

Horizon Trust Is More than a Custodian

4.9 Stars on TrustPilot

Horizon Trust prides itself on providing the highest level of customer service to each client. When you refer a friend, we will treat them with the same respect and attention as we would a close relative or friend.

  • 1-on-1 customer support
  • Industry-leading self-directed resources
  • Exclusive access to Investment Corner
  • Preimium access to webinars/events hosted by CEO Greg Herlean
  • Free ebooks and PDFs

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