FAQ

Where is my reward?

If you have NOT received a reward earned email, please confirm the following:   
  1.  As the person who sent the referral, please confirm that you've sent the referral by logging in and checking your referral history
  2. As the person who sent the referral, please confirm that the first name, last name, and date of birth you provided when you registered match with the information on your account by logging and clicking Edit Profile (e.g. if you entered Mike Smith and the name on your account is Michael Smith, you'll need to update you profile)
  3. As the person who is being referred, please confirm that you've unlocked your offer and visited a branch to open your membership shares, open a Simply Free personal account and set up and complete a recurring debit or credit transaction within 60 days.
  4. As the person who is being referred, please confirm that the first name, last name, and date of birth you provided when you unlocked your offer match with the information on your account

If you have received a reward earned email, please confirm the following:
  1. Please allow up to 4 to 6 weeks from the date you received your reward email for your Simply Free Account to be credited. If it has been longer than 7 business days, please fill out the form below and we will respond promptly.

How do I refer my friends, family, or colleagues?

  1. Go back to https://refer.envisionfinancial.ca and log in with your Referral Perks profile (if you don't have a Referral Perks profile, you'll need to register to the program before you refer your friends)
  2. Send your friend an email or copy and send your referral link to your friend
  3. Your friend will need to click on the link you send them and unlock their offer before they open an account
  4. After your friend has unlocked their offer, they'll need to visit a branch to become a member, open a Simply Free personal  account (if they haven't done so already) and set up and complete a recurring debit or credit transaction within 60 days.
  5. Once all criteria have been met you'll both receive an email letting you know your Simply Free Account will be credited with $50 within 7 days.

How can I be referred?

  1. Go back to https://refer.envisionfinancial.ca, click on My Friend Referred Me, and click on Find My Friend
  2. Enter your friend's email address to find your friend in the referral system (assuming your friend has already registered for Referral Perks)
  3. Unlock your offer and visit a branch to become a member, open a Simply Free Account (if you haven't done so already) and set up and complete a recurring debit or credit transaction within 60 days.
  4. Once all criteria have been met you'll both receive an email letting you know  your Simply Free Account will be credited with $50 within 7 days.  

I'm having trouble logging in to my Referral Perks profile.

If you've having trouble logging in Referral Perks, please fill out the contact form below and we will respond promptly.

Contact us

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Have a question about your referral? Fill out the form below and we'll get back to you within 3 business days (usually sooner). If you have questions about more than one referral, please submit a separate form for each referral.

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