Refer a business and earn a free month
Send another business your referral link. When they sign up and start paying, you get a free month.
Where your link lives
Open brokerage settings and go to Billing & Plan. The Refer a business card holds your referral code, a shareable link, and a copy button. Your code is created for you the first time you open the card, so there is nothing to set up.
What you get
- Businesses referred: how many accounts have signed up through your link.
- Free months earned: the credit you have banked. The reward lands once a referred business is on a paid plan, not at signup.
If your account is comped, there is no invoice to discount, so a referral will not produce a free month for you. Referrals you send still count for the business you refer.
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