The dashboard is the first thing you see in the advisor console, and it answers the two questions that matter most: what should I do next, and what have I earned?

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Get Started checklist

New accounts open with a checklist that walks you through the program: accept the Advisor Agreement, verify your email, learn how to earn, invite your first client, and set up payouts. Each step expands with instructions, and the list disappears once you’ve worked through it. Accepting the Agreement and verifying your email are done during signup, so most advisors land here with the first steps already ticked.

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Business Overview

Three figures, always current:
  • Available balance and the date it pays out
  • Total clients, the number of clients linked to your firm
  • Earned this month across all streams
If your payout setup isn’t finished, a banner shows above the overview with your held balance and a button to complete it. Setup never blocks earning, only the transfer, so the balance keeps building while you get to it.

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Earn referral income

Your referral tools live right on the dashboard:
  • Invite via form. Send an invitation to a prospective client on their behalf
  • Invite via personal link. Copy your referral link and share it anywhere. Clients who sign up through it are attributed to your firm automatically

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Changelog

The changelog column keeps you current on program and console changes: new bonuses, payout updates, and feature releases, each dated and tagged. Rate changes always arrive here and by email, 30 days ahead.