To create a Referral Partner, start by accessing the Advisors Module
Click the referral tab and + Add Referral
2. Within the new referral profile complete all applicable contact fields with as much detail as possible. Users will need to define a default commission value, this default can be edited within the transaction by admin users.
3. Click Save
Note: When an Advisor is creating a transaction involving a referral, the referral is defined within the “Account Other” tab.
It is good practice for the advisor to make a note within the transaction creation regarding the Referral Partner and commission split.
The commission split is then confirmed by the Compliance/Administrator reviewing the transaction.
Reports
Referral details can be found on the Commission and Fees Report and the Issuer Close Report.
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