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1. Understand the program

Read About the Advisor Program for what the program is and How advisors earn for the earning streams. Rates live on the Commission Schedule.

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2. Sign up (about 3 minutes)

  1. Create your account and verify your email
  2. Tell us where your business is located
  3. Enter your business details. You join as a business: sole trader, company, partnership, or trust
  4. Read and accept the Advisor Agreement. The full text is on the page and you can download a copy. You enter into it as an independent contractor operating your own business
Your console opens as soon as you finish, and earning starts from day one. Nothing else on this page gates your commissions. There are three ways to connect a client to your firm:
  • Your referral link. Live from the moment your console opens. The client signs up through it
  • Submit a referral. Tell us about a business you want to bring on and we’ll verify the introduction
  • Cando-routed Leads. Leads we send you. You have 72 hours to accept one before it goes elsewhere
A referral shows as Signed up, then Activated when the client pays their first invoice. Activation starts your referral trail, and with a live attributed Agent Automation it can also trigger the activation bonus.

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4. Build your first Agent Automation

Create Agent Automations on any client account your firm is linked to. Attribution is set when you create it, permanently. The builder trail is yours for the life of the Agent Automation, no matter who edits it later.

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5. Log advisory hours

Set your hourly rate and log time against a short scope the client can see. The client approves each entry before anything is charged. Approved entries bill to the client and accrue to you.

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6. Set up payouts when you’re ready

Payouts run through Airwallex, our payment partner, and setup happens inside your console. Three steps, in any order, and you can stop and resume: verify your business, add your bank account, add your tax details. None of it blocks earning. Your balance accrues regardless and pays out once setup is complete. See Getting paid.

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7. Watch the money

Your dashboard shows your Available balance, and the Payouts page shows every earning line with client, type, rate, and period, plus monthly statements. If anything looks wrong, you have 60 days to query any line.