Every advisor gets a unique referral link that tracks consumer sign-ups back to you. When someone creates a Policy Stack account through your link, they are automatically associated with your practice.
Finding Your Referral Link
- Navigate to your advisor dashboard or Referral Link in the sidebar
- Copy the link — it looks like
policystack.co/r/your-handle - Share it — include it in your email signature, on your website, in client communications, or on social media
What Happens When Someone Uses Your Link
When a consumer signs up through your referral link:
- They create a standard consumer account (Starter tier by default)
- They are tagged as a referral from your practice
- You can see them in your Referrals list in the advisor dashboard
- You earn referral credits toward your subscription (see Referral Credits)
Using your referral link does not automatically connect or seat the client. It tracks the referral relationship. You still need to send a connection or seat invitation separately.
Best Practices
- Add it to your email signature — every email becomes a passive referral opportunity
- Include it on your website — link from your practice site to Policy Stack with your referral URL
- Share in onboarding emails — when you bring on a new client, include your referral link so they sign up through you