How does Titan's Referral Program work?

Through Titan’s client referral program (“Titan Referral Program”), you can invite others to sign up for a Titan Invest account by sending them an email, text, or social invitation via the interface on the Titan Invest mobile or web apps. Please send invites only to people you know personally and who will be glad to receive them.

Titan Invest will send one invite and up to five reminders to each person you invite. The reminders may be different from the original invite and can be canceled by emailing support@titan.com.

What do I get for making a referral?

For each eligible referral that you complete, you will win an entire portfolio of Titan stocks (or crypto) worth up to $10,000. At a minimum, all portfolios rewarded will be worth at least $25. In addition, each person that you refer will automatically receive a 100 day free trial to Titan.

For full terms and conditions, please see here.

What are the rules?

Referrals made under the Titan Referral Program are only valid (“Eligible Referrals”) when (1) a person you referred opens and invests their first funded account (taxable or retirement) with a $100 qualifying minimum deposit, provided that the account remains open and funded for at least 180 days (“Qualified New Client”) and (2) you have a taxable Titan account and have funded at least one Titan account (either taxable or retirement) with a $100 qualifying minimum deposit. Eligible Referrals may only be recorded by sharing your unique referral link. Titan is not responsible for incorrect entry or other failure of your invitees to meet requirements of a Qualified New Client.

For each Eligible Referral of a Qualified New Client, Titan reserves the right to (1) issue you one Titan portfolio of random value (the “Referral Reward”) and (2) waive our Advisory Fee for 100 days for the Qualified New Client (the “100 Day Free Trial”). Additionally, as a part of the Titan Referral Program, if you invite two Qualified New Clients, you will receive access to all Titan investment strategies and services that otherwise would be reserved for clients with $10,000 or more in deposits. Please see full terms & conditions for more details around the Referral Reward.

Qualified New Clients who receive the 100 Day Free Trial will only receive a waiver of Titan’s Advisory Fee for the first 100 days following their first deposit into Titan, and may be subject to ancillary fees as outlined on Titan’s Fee Schedule. Additionally, Qualified New Clients who receive the 100 Day Free Trial may be subject to federal, state, and local income taxes, as well as capital gains taxes. For a full description of Titan’s Advisory Fee and ancillary fee schedule, please visit Titan’s Fee Schedule.

The Titan Referral Program is available to U.S. residents only. It is not valid with any other offers and is non-transferrable. Titan reserves the right to terminate the Titan Referral Program at any time for any reason, to limit the amount of assets managed free of charge, to remove or limit any waivers of Titan’s Advisory Fee, to limit or restrict withdrawals of any Referral Rewards, and to recover any fees or Referral Rewards if Titan determines that the Titan Referral Program was executed under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, that any rules or regulations would be violated, or that any terms of this or the Account Management Agreement have been violated. To view the latest copy of Titan's Referral Program Agreement, please visit https://titan.com/legal.

In connection with referring others to open a Titan account, you agree that:

(1) You will follow all instructions you receive from Titan;

(2) You will only send invites to friends, family and people you know, and you will invite people only via the interface on the Titan mobile or web apps;

(3) If you provide information about Titan to your invitee, you will limit that to the information on the Titan App and content;

(4) You will not give your invitee investment advice or recommendations regarding their investment needs;

(5) You will only participate in the Titan Referral Program in accordance with the terms of this Referral Program Agreement and the following provisions of the Investment Advisers Act of 1940, as amended, and its rules (“Advisers Act”). You represent that: (1) you are not an “ineligible person” who is subject to a disqualifying Commission action or any disqualifying event, as described in Rule 206(4)-1 of the Advisers Act; (2) you are not currently the subject of any investigation or proceeding which could result in statutory disqualification as an ineligible person as described in Rule 206(4)-1 of the Advisers Act; and (3) you do not have a "place of business" at which you regularly provide investment advisory services, solicit, meet with, or otherwise communicate with clients, or any other location that is held out to the general public as a location at which you provide investment advisory services, solicit, meet with, or otherwise communicate with clients in any U.S. If you cannot accurately make the preceding representations, you may not participate in the Titan Referral Program. If you are currently participating in the Titan Referral Program and the preceding representations become inaccurate, you agree to immediately inform Titan at support@titan.com; and

(6) Any referral links which are posted on public forums or websites such as Reddit, Facebook, Twitter, etc., may be rendered invalid for future use if Titan deems them to be against the spirit of the Titan Referral Program and/or an attempt to game the Titan Referral Program.

What about the old referral programs?

Titan's old referral programs ("Get $1,000 managed free for a year for both you and each friend you refer", "Get $5,000 managed free for six months for each friend you refer", "Get $50 for you and 0.25% off for each Qualified referral", "Earn 25% off you and you referral's advisory fees") expired on July 1, 2018, February 18, 2019, November 30, 2019, and October 25, 2021, respectively. All referrals and referral codes generated under these programs are no longer valid for those who attempt to share or claim them after July 1, 2018, February 18, 2019, November 30, 2019, and October 25, 2021, respectively.

I have a referral code which I found on Reddit or another public forum/website. How can I use this?

Your referral code is no longer valid. Titan's old referral program which used referral codes expired on July 1, 2018.

Additionally, any referral links which are posted on public forums or websites such as Reddit, Facebook, Twitter, etc., may be rendered invalid for future use if Titan deems them to be against the spirit of the Titan Referral Program and/or an attempt to game the Titan Referral Program.

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