A referral partnership built for Christian advisory firms
Refer clients to Monorail’s investment platform under a Solicitor Agreement and earn a quarterly share of the fees Monorail collects.
Refer with one link
Every advisor gets a unique referral code and link. Clients sign up on Monorail’s consumer platform — no paperwork on your side.
Transparent attribution
Referred clients stay attributed to your firm for the life of the relationship, with full visibility into balances and AUM trends.
Quarterly revenue share
Your firm earns a share of the AUM fees Monorail actually collects from referred clients, reconciled 1:1 on every statement.
How it works
- 1
Apply
Complete the firm application and compliance review (RIAs and their IARs only).
- 2
Sign
Execute the Solicitor Agreement electronically.
- 3
Refer
Invite your advisors, share referral links, and track clients as they fund.
- 4
Earn
Receive quarterly statements and payout distribution reports.