← All posts
5 min readMoneyta Team

Invite a Friend, Get a Free Month of Moneyta

Moneyta now gives you a free month of your plan for every friend who joins with your link and sets up, up to 12 a year, and your friend's free Gold trial runs 30 days longer. Here is how it works, when a friend counts, and how to share your link the right way.

productreferralspricing
Under the heading Invite a friend, get a free month, two cards joined by an arrow. The first, labelled Your friend: Gold trial runs 30 days longer, joins with your link, no credit card. The second, labelled You: one free month of your plan, once they set up, up to 12 a year. Footed with Rules at moneyta.co/legal/referral-program.
The short version: Share your personal link from the Account page. When a friend joins with it and sets up, by adding holdings and seeing their first analysis, you get one free month of your Moneyta plan, up to 12 a year. Your friend's free Gold trial runs 30 days longer. The program rules have the details, and they are what counts.

Most of the people who use Moneyta heard about it from someone else. We would rather put that money back into the hands of members than into ads, so from today, bringing a friend earns you time on Moneyta itself.

How it works, step by step

Five steps take a referral from your link to a free month. Two are yours, two are your friend's, and one is ours.

A flow of five numbered steps under the heading How a referral becomes a free month. Step 1, You: share your link, from Invite a friend on your Account page; say that you get a free month if they join. Step 2, Your friend: joins with your link, within their account's first 7 days; their free Gold trial runs 30 days longer. Step 3, Your friend: sets up, adding holdings to a portfolio and seeing their first analysis. Step 4, Moneyta: checks once a day; a friend who has set up counts, and each friend counts once. Step 5, You: get one free month, depending on your plan, which splits three ways. You pay for a plan: a credit of one month off your next invoices. On the Gold trial: your trial runs 30 days longer. On the Free plan: the month waits, and becomes a credit when you subscribe. Footed with Up to 12 free months in any 12 months, credits are not cash, and the rules address.
From your link to your free month. The Referral Program Rules decide every case.
  • Step 1. You share your link. Open the Account page and find Invite a friend. Copy your link, use your phone's share button, or have us send your friend a one-time invitation email. If you post the link where others can see it, say that you get a free month if they join.
  • Step 2. Your friend joins with your link. They sign up through it within the first 7 days of their account, and each friend can be referred only once. Every new account starts with 14 days of Gold and no credit card; with your link, that free trial runs 30 days longer.
  • Step 3. Your friend sets up. They add holdings to a portfolio and see their first analysis. Signing up alone does not count yet.
  • Step 4. We check once a day. A friend who has set up counts toward your rewards, once. Your dashboard and the Account page show how many friends joined, how many set up, and what you have earned.
  • Step 5. You get one free month, in the form that fits your account today: if you pay for a plan, a credit equal to one month of what you pay, after any discount (a twelfth of the price on a yearly plan), taken off your next invoices and shown on Plan & Billing; if you are on the free Gold trial, or have Gold access from an invitation, 30 more days of it; if you are on the Free plan, a month that waits on your account and becomes a credit when you subscribe.

You can earn up to 12 free months in any 12-month period, and every free month is time on Moneyta, never cash.

Why a friend counts only once they set up

A sign-up alone is easy to fake and does not mean anyone found Moneyta useful. Holdings plus a first analysis means your friend actually looked at their own money in Moneyta. That is the moment we want to thank you for, and it keeps the program fair for everyone.

Sharing your link the right way

  • Say that you get something. When you post your link where others can see it, mention that you get a free month if people join. The share text we suggest already says so; keep that part if you rewrite it.
  • Invite people you know. No bulk messages, ads, search ads on the Moneyta name, or coupon sites.
  • Describe Moneyta as it is: a place to see and understand your own money. Please do not promise returns or results, and do not describe it as investment advice, because it is not.
Insight, not advice: Moneyta records and describes what you own. It is not a registered investment advisor or a tax preparer, and nothing here is investment or tax advice. If you have a question about how a reward affects your taxes, a tax professional is the right person to ask.
The rules are what counts: The Referral Program Rules are part of our Terms of Service and decide every case. We may take back a free month earned against them, and we may change or end the program; months already given stay yours unless they were taken back under the rules. Credits have no cash value.
RulesRead the Referral Program Rules
Start free

Every new account starts with 14 days of Gold: every feature on, no card. Then Free, unless you choose a plan.

Frequently asked questions

How does the Moneyta referral program work?

Each member has a personal link on the Account page. When a friend joins with it within the first 7 days of their account and then adds holdings and sees their first analysis, the member gets one free month of their Moneyta plan, up to 12 in any 12-month period, under the Referral Program Rules.

What does my friend get?

A friend who joins with a member's link and is on the free Gold trial gets 30 extra days of it, on top of the 14 days every new account starts with.

Is a referral credit cash?

No. A credit can only be used toward Moneyta subscription charges. It cannot be exchanged for cash, transferred to another account or combined into a refund.

Do I need to say that I earn a reward when I share my link?

Yes. When you share your link where others can see it, say clearly that you get a free month if people join through it. The share text Moneyta suggests already includes that line.

A note on what Moneyta is: Moneyta provides educational analytics about your portfolio's structure: insight, not advice. Nothing here is a recommendation to buy or sell any security. All screenshots show synthetic demo data.

See your own portfolio's Moneyta Score grade

Paste your holdings and get a Moneyta Score, concentration check, and plain-English observations in about a minute.

Start free