The Refer-a-Friend program is a way to thank you for referring friends and family to Zions Direct. $100 will be credited into an eligible Zions Direct account of your choice when your Friend opens and funds an account with Zions Direct with a minimum of $50,000. You or your Friend may complete the referral information on a Refer-a-Friend form or the information can be provided when an account is opened.
You must be an individual, 18 years of age or older. and a legal resident of the United States. Custodial, retirement, and employee accounts are not eligible to receive the credit.
You may refer as many Friends as you would like, but you may refer each only once and there is only one $100 credit received per referral. The Friend must be a new customer (new social security/tax ID number) to Zions Direct.
You represent and warrant that it is your opinion that each of the referred Friends given are interested in receiving information regarding Zions Direct. You agree not to use any false information in regards to this promotion.
Zions Direct will contact referrals by phone, in person or by email with the information you have provided.
For each Friend that opens and funds an account with at least $50,000, a credit of $100 will be deposited to the eligible Zions Direct account number you have provided.
If Zions Direct determines at its sole discretion that you have not complied with the program rules, it may immediately and without notice to you, withdraw all benefits of the promotion. Zions Direct reserves the right to deny credit in cases it deems appropriate.
These Program Rules may be amended or modified at any time. Any amendments will be posted to this page, and it is your responsibility to check from time to time for any changes.
TO THE FULLEST EXTENT PERMITTED BY LAW, NEITHER THE SPONSOR NOR ANY OF ITS AFFILIATES, DIRECTORS, EMPLOYEES, OR OTHER REPRESENTATIVES WILL BE LIABLE FOR DAMAGES ARISING FROM THIS PROMOTION.
Taxes related to the Refer-a-Friend program are your responsibility.
The Refer-a-Friend Program is our way of thanking you for referring friends and family to Zions Direct. $100 will be credited into an eligible Zions Direct account of your choice when the referred party opens and funds an account with Zions Direct with a $50,000 minimum.
Information can be completed on the Refer-a-Friend form or you can have referred parties provide the necessary information when opening an account. We will need your name and the account number you would like credited. If you would like to provide your account number to us personally, please provide a way to contact you.
The program is intended to bring in new customers. If your friend has an existing account, they should participate in the program by providing referrals of their own.
Please allow 2-4 weeks for your account to be credited after the new account is funded with a minimum of $50,000.
The minimum initial deposit is $50,000.
No. Custodial, retirement, and employee accounts are not eligible to receive the $100.
Unfortunately no. You will only receive one $100 credit for a referred friend.