Table of Contents
Agent profiles are automatically equipped with an “affiliate link,” which can be shared with clients to onboard new investors. When an investor receives the affiliate link, it will direct them to a registration form, allowing them to easily create an account on your InvestorDisplay platform.
Once the new user is registered, they will be added under the agent’s user tree, enabling the agent to manage their investment and profile efficiently.
Please note, the affiliate link will not be enabled on your agent account until you have onboarded your first client. If you require the affiliate link to onboard your first client, please contact the Live Support Chat for assistance.
How to get your Affiliate Link: #
- Login to your Agent InvestorDisplay account
- Navigate to the “Affiliate” page on the main menu
- Copy the Affiliate link & send to clients
