Partner Program

Earn revenue sharing for every client you refer to Fidelis.

Join our network of CPAs, financial advisors, and trusted professionals. Refer clients to our tax, wealth, and lending services — and earn a share of every dollar they pay.

Apply to become a partner

Class A20% revenue share

Licensed Professionals

CPAs · CFPs · RIAs · Attorneys

Highest revenue share tier
Co-branded referral page
Priority client hand-off
DocuSign agreement + W-9 required
Countersigned by Managing Member

Class B10% revenue share

General Referral

Anyone in your network

No license requirement
Instant link activation
Simple online onboarding
Monthly payout statement

How it works

Three steps to earning

Apply

Complete the short application. Class A partners execute a DocuSign agreement; Class B partners get instant access.

Get your link

Receive a unique referral link and portal login. Track clicks, signups, and active clients in real time.

Earn

Revenue share is calculated monthly on collected fees from your referred clients. Paid net-30 by ACH.

Ready to start earning?

The application takes under three minutes. Class A partners receive a DocuSign agreement within one business day.

Apply to become a partner

Already a partner? Sign in to your portal