To create a Referral Partner, start by accessing the Advisors Module

  1. Click + Add Advisor

2. Under “New Advisor” complete all applicable contact fields with as much detail as possible. For Referral Partners, the “Other” section should be left blank as this does not apply for Referral Partners

 3. Click Save

Note: When an Advisor is creating a transaction involving a referral, the referral is defined within the “Account Other” tab. The Advisor should make a note within the transaction regarding the Referral Partner.

The commission split is then confirmed by the Compliance/Administrator reviewing the transaction.

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