When a client you refer stays with us for 90 days, we say thank you — simply, and in cash. No cap on how many people you can refer.
Tell us about someone who'd benefit from professional management. Name them when they sign up so we can connect the referral to you.
Once they come on board, they stay active with us for 90 consecutive days — the window where we prove our value.
At the 90-day mark, we send your $500 within about two weeks. Refer again as often as you like.
The program is open to current clients in good standing. Referrers must be the first to introduce the prospect; we can't credit a referral for someone already in our pipeline or who has contacted us in the prior 90 days.
A genuinely new client who is named by the referrer at or before signing up. Self-referrals, referrals between accounts you control, and circular referrals do not qualify.
The reward is earned only after the referred client has been an active, paying client for 90 consecutive days. Periods of cancellation, non-payment, or service suspension do not count toward the 90 days.
$500 per qualifying referral, paid within approximately 15 days of the 90-day mark. There is no limit on how many qualifying clients you may refer.
Rewards are forfeited if the referred client cancels, charges back, or is found to have been referred in violation of these terms, or in any case of fraud or abuse. We may suspend or end the program at any time, honoring referrals already submitted.
Referral payments may be reportable as income. Depending on the amount you earn in a calendar year, we may be required to collect tax information (such as a W-9) before issuing payment and to report the payment to tax authorities. This is not tax advice; please consult your own advisor.