Referral program
Refer another advisor and you both get account credit
Updated August 4, 2026
A referral center with your own unique link is coming soon. Until then, referrals run through email. The process below works the same way and credits both accounts.
How rewards work#
Both you and the advisor you refer get rewarded once their new account is verified.
Earned every time someone you refer signs up for a new account. Credits accumulate, so refer as many advisors as you like and they stack on your next invoice.
Applied to their account right away after signup. The $25 monthly discount runs for their first two billing cycles.
Who counts as a referral#
The advisor you refer has to be brand new to CurrentClient. We check before applying credits.
- Must be a new account, signing up for the first time
- Cannot be someone who has previously signed up or trialed CurrentClient
- Cannot be an existing customer or a returning account
- Cannot be covered by an existing CurrentClient partnership
The referral program is not available if CurrentClient already has a partnership with your broker dealer, network, or affiliation. Those relationships come with their own pricing and terms, so referrals inside them do not earn credit on either side. Not sure whether yours is covered? Ask us from the support page.
How to refer#
Tell them about CurrentClient
Share what you love about CurrentClient and how it has helped your practice. A personal recommendation goes a long way with other advisors.
They sign up
Send them to currentclient.com to create a new account. Make sure they finish signup before the next step.
Email us with their account email
Once they have signed up, email help@currentclient.com with the email address they used. That is how we match the referral to your account.
We apply the credits
We verify the new account and apply rewards to both sides. Their 2 month discount goes on right away. Your $50 stacks on your next invoice.
When rewards apply#
Their discount lands on their account as soon as we verify the signup, usually within one business day. Your $50 credit posts to your account at the same time and applies against your next invoice. If you refer multiple advisors in one billing cycle, every credit stacks.
Have a question about a referral you sent in, or want to confirm credits posted? Reach out from the support page and we will sort it out.