If you’re signing up for Carry, use our referral link to instantly receive a $100 discount on your annual Basic or Pro membership. Here’s exactly how it works:
- Sign up for Carry using our referral link.
- Choose either the annual Basic or Pro membership (minimum $199).
- You’ll automatically get a $100 discount at checkout. No referral code is required.
This is a referral link, which I have access to as a satisfied customer of Carry myself. Read a bit more about my experience below—full review to come soon.
Carry Overview: Why I Moved My Investment Account to Carry
I personally switched to Carry in late 2024 after Vanguard exited the 401(k) business and transferred my account to Ascensus. While I had trusted Vanguard for years, my experience with Ascensus wasn’t great. The web interface was incredibly outdated and frustrating to use.
They couldn’t perform an electronic transfers when I decided to move my account. Instead, they forced me to liquidate, issuing a paper check, and physically mail it to Carry. Fortunately, the market didn’t fluctuate much during the transition.
Tip: I really hate switching brokerages because even a small 2% drop in the market during the transition could cost you $2,000 for every $100,000 invested.
Switching to Carry was like night and day. Carry’s modern platform, intuitive user interface, and lower fees made managing my retirement funds straightforward. I especially appreciate Carry’s curated portfolios. While they’re not ultra-optimized, say what you would get with a robo-advisor, they’re solid enough for most investors. For DIY investors, there’s also the flexibility to create and manage more complex portfolios if you prefer.
How to Earn Your $100 Referral Bonus
If you’re looking to earn, referring fellow business owners to Carry, here’s how:
- Share your referral code (available within your Carry dashboard) with friends, family, or colleagues.
- Your referee must purchase an annual Carry Basic or Pro membership (minimum cost $199) using your referral code.
- The account must remain active for at least 90 days.
You’ll then receive your $100 cash bonus deposited directly into your bank account within 60 days after the qualification period ends.
Important terms include:
- Each Carry customer can earn up to a maximum of $1,000 in referral bonuses per 12-month rolling period.
- This offer is available only to U.S. residents aged 18 or older.
- Referrals should be personal contacts—mass advertising is not permitted.
- The program runs through December 31, 2025.
Final Verdict
Overall, Carry is an excellent choice, especially if you’re transitioning from a frustrating brokerage experience. The referral bonus is straightforward, valuable, and easy to earn, making it even more attractive to start investing with Carry.
