If someone has referred a client to you, myHSA provides a seamless way to share your advisor revenue with them! You can add up to one referral partner, regardless of whether they are another advisor or not. Here’s a step-by-step guide on how to set this up and ensure smooth commission sharing:
Adding a Referral Partner to Your myHSA Portal
Access the Referral Partner Tab:
Log in to your myHSA portal at myhsaaccess.com
Navigate to the 'Referral Partner' tab in the menu:
Enter Referral Partner Details:
Add the referral partner’s name.
Provide the bank information where the commission deposits should be directed. This ensures that the commissions are accurately and promptly deposited into the correct account.
Fill out the other necessary details of the account, here's a screenshot of what you'll need:
Save the Information:
Ensure all details are correct.
Save the information to finalize the addition of your referral partner.
**Please note that in order to share revenue on any add-ons, the Referral Partner listed must be licensed and the license information must be included in their profile.
Questions and Support
If you have any questions or need assistance during this process, our support team is ready to help. You can:
Start a Live Chat: Engage with a support representative in real-time for immediate assistance.
Email Support: Reach out to us at support@getmyhsa.com with your queries, and we will get back to you as soon as possible.
By leveraging the referral partner feature in myHSA, you can foster beneficial partnerships and reward those who contribute to your business growth. This streamlined process ensures ease in sharing commissions!