Referring clients

Content also available for tax entities or on our global site.

As an alternative to creating portfolios for your clients and sharing portfolios with them you can refer clients to sign up to Sharesight directly.

Note: This page applies only to Sharesight Pro partners.

Your clients can sign up for a individual subscription of Sharesight account themselves, they will start out on our Free plan but may upgrade their account to an Starter, Investor or Expert plan subscription at any time (see our pricing page for details of our individual subscription options).

Last modified on March 29, 2020 UTC