When someone signs up for Policy Stack through your referral link and subscribes to any paid plan, you earn a one-time credit that reduces your subscription cost.
How It Works
- Someone signs up through your referral link or code
- They subscribe to any paid plan — consumer Builder Pro ($25/month) or any advisor tier
- You earn a $25 credit applied to your next invoice
Anyone can refer anyone: advisors can refer clients, clients can refer advisors, and even non-users can share referral links. Referred consumers also get an extended 30-day free trial instead of the standard 14 days.
Credits are applied automatically to your monthly or annual invoice. You do not need to redeem them manually.
Credit Details
- Each referral earns a one-time $25 credit when the referred user subscribes to a paid plan
- Credits reduce your invoice amount but cannot create a negative balance (no cash payouts)
- Credits are issued while your advisor account is active, paid, and has an accepted Advisor Program Agreement on file
- If your advisor account is canceled, unused referral credits expire
- Credits are tracked in your advisor dashboard under Referrals