With our referral program, you and each person you refer will receive one-quarter (three months) of $0 fee management. Refer four friends and pay $0 in fees for the year when they get set up.

Have a friend who’d be a great client? We made it super easy to refer them through the app. Share your custom link and save. Also, track your referral progress and much more in the app! Terms and conditions apply.

How does it work?

1. Refer friends - Send referrals to your friends online or in your app.

2. Track your progress - Follow your friends' progress and send encouraging messages along the way.

3. Save - When your friend signs up, you’ll both get three months off after they fund their account.

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