Solo 401(k) Advisor Portal

You are eligible to offer the all-digital Solo 401(k) program to your clients. Click below to retrieve your unique referral link.

Advisor Services Agreement

Please review the Advisor Services Agreement (PDF).

By checking this box and clicking the Generate button below, you certify that you have read and agree to the advisor services agreement, and that you will share your unique referral link accordingly.

You're All Set

Your unique Solo 401(k) referral link is ready. When a client enrolls using this link, the advisory fee will be automatically attributed to your account.