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Fidelity Private Shares℠

Share & Save

Refer a company.

Get a renewal discount.

Referring your friends to Fidelity Private Shares has never been easier – or more rewarding. 

Spread the word about your experience with us and save up to 15% at your next renewal.

How it works


Tell your friends about Fidelity Private Shares!


Ask them to mention your company name when they purchase a paid subscription.


We'll apply the discount at your next renewal.


Share & save even more!

With Fidelity Private Shares, the more you share, the more you save.*
  • Refer 1 company - Receive 5% off
  • Refer 2 companies - Receive 10% off
  • Refer 3+ companies - Receive 15% off 

Offer details:

*The offer is eligible to clients currently in a paid tier or moving into a paid tier. Referred companies must mention referral program and referring company name prior to signing subscription agreement for referring company to obtain discount. Referrals will be counted over the referring company's 12-month subscription period. Discounts are applied one-time to the referring company's next subscription renewal.