Referral Program

Refer an advisor.
Earn $178.

Know a financial planner, independent advisor, or firm who could use PlanBase? Submit their info below. When they subscribe, you earn 10% of their monthly fee for 12 months — paid out to you every month.

No cap on referrals$14.90/month per referralPaid monthly for 12 monthsCurrent subscribers only
Submit a Referral
How it works

Three steps. That's it.

01

Submit a referral

Fill out the form below with your info and the advisor you're referring. We'll take it from there.

02

We reach out

Our team will introduce PlanBase to your referral — no cold outreach on your end.

03

Earn your commission

When they subscribe, you earn 10% of their monthly fee every month for their first 12 months — paid out monthly to you as long as the referral stays active.

Earnings potential

It adds up fast.

There's no ceiling. Every advisor you refer earns you $14.90/month for their first 12 months — up to $178.80 per referral. Refer your whole network and it becomes meaningful income.

ReferralsYou earn
1 advisor$178 CAD
5 advisors$894 CAD
10 advisors$1,788 CAD
25 advisors$4,470 CAD
Based on $149/mo × 10% × 12 months. Paid monthly for each active month of the referral's first year.
Submit a referral

Know someone who'd benefit?

As a current PlanBase subscriber, you can refer financial planners and advisors in your network. Fill out the form and our team will handle the rest.

  • Open to current PlanBase subscribers
  • 10% monthly for 12 months per referral
  • No cap on earnings
  • Monthly payouts via e-transfer
  • We reach out on your behalf

Submit a referral

For current PlanBase subscribers

Your information
Advisor you're referring
FAQ

Common questions.

How much do I earn per referral?
10% of the referred advisor's monthly fee for each of their first 12 months. At $149/month that's $14.90/month per referral — up to $178.80 total over the year.
When do I get paid?
Commissions are paid out monthly. Each month your referral's subscription is active (up to 12 months), you receive $14.90. Payouts are sent via e-transfer by the 15th of the following month.
Do I need to be a current PlanBase subscriber?
Yes. The referral program is open to active PlanBase subscribers only. You must have a current subscription to submit referrals and receive payouts.
Is there a cap on how many advisors I can refer?
No cap. Refer 1 or 100 — you earn on every qualifying subscription.
Who qualifies as a referral?
Any new PlanBase subscriber who has not previously had an account and subscribes after being referred by you.
How do I track my referrals?
We'll keep you updated on your referrals via email. A dedicated tracking dashboard is coming soon.
What are the full terms?
Full Referral Program Terms and our Privacy Policy will be linked here shortly. By submitting a referral, you agree to those terms.