How do I refer a friend or company?

Love using Findex? Spread the word! Our referral program makes it easy to invite friends, colleagues, and companies to join the Findex platform. The more people who discover smarter portfolio management, the better.

Last updated About 1 month ago

How the Referral Program Works

Findex offers a referral program that lets you invite others to try the platform. Whether it is a friend who wants to track their personal investments or a company looking for investor relations tools, you can point them in the right direction.

Here is how to refer someone:

  1. Open the Findex app and look for the referral option in your account area

  2. Share your referral link or invitation with the person or company you would like to invite

  3. They sign up using your referral and start exploring Findex

  4. Both of you benefit -- details on referral rewards are shared within the referral feature in the app

[Image: Referral screen in the Findex app] Screenshot of the referral section showing the share or invite option.

Who Can You Refer?

You can refer:

  • Friends and family -- Anyone interested in tracking and managing their personal investments

  • Colleagues and peers -- Fellow investors who would benefit from a consolidated portfolio view

  • Companies -- Businesses that could use Findex's Investor Relations tools for cap table management, shareholder communications, and more

Tips

  • Share your referral link via email, messaging apps, or social media to make it easy for others to sign up.

  • Explain what you love about Findex when you share -- a personal recommendation goes a long way.

  • Refer companies too -- Findex is not just for individual investors. Companies can use the IR module for managing their shareholder base.

  • Check back in the app for updates on referral rewards and any special promotions.

FAQ

Q: Is there a limit to how many people I can refer? A: No. You are welcome to invite as many friends and companies as you like.

Q: Do I need to be a paying user to refer someone? A: Any active Findex user can participate in the referral program.

Q: What happens after my referral signs up? A: They will create their own Findex account and start using the platform. Referral reward details are available within the referral feature in the app.

Need Help?

If you have questions about the referral program or run into any issues, reach out to us at team@findex.se. We would love to hear from you.