Our early access referral program is a special offer for a limited time only.

When you invite a friend to join the waitlist for Plenty, they'll get a free trial once they create an account. Plus, you'll BOTH get $10,000 managed for free for a year. That means when you invest up to $10,000, we’ll waive the direct indexing portfolio fee for 12 months. Money market funds are free. And even better -- share this deal with up to 10 friends and reward yourself even more. That's up to $100,000 managed for free!

The promotion offered by Plenty Financial, Inc. is for a limited number of select clients and prospective clients, subject to certain terms and conditions which may include residency restrictions. The $10,000 managed for free extends for a fixed period of 12 consecutive months, provided that Plenty determines that all applicable terms and conditions have been satisfied. Plenty reserves the right to end the Promotion at any time in its sole discretion, and to declare any individual ineligible to participate in this Promotion in its sole discretion, including (but not limited to) if Plenty determines in its sole discretion that fraudulent activity or a violation of the terms of the Promotion has occurred.