Share your link. When a financial advisor signs up as a founding member, you earn 25% of their $997/mo for 12 months — automatically.
Takes 30 seconds. We'll email your unique link right away.
By signing up you agree to the referral terms. Payouts issued monthly via bank transfer or check.
Check your inbox. Your referral link:
Click to copy
Fill out the form above. You get a unique stokefin.com/?ref=yourname link instantly.
Send your link to advisors who could benefit from FINRA-compliant AI prospecting. Text, email, call — whatever you'd naturally do.
When they click your link and purchase ($997/mo founding rate), they're attributed to you — for 60 days from first click.
Payouts hit monthly starting the month after their first paid invoice. No cap on referrals. 5 referrals = $1,245/mo.
Payouts are issued monthly, typically within the first 5 business days of each month, for the prior month's qualifying conversions. You'll receive an email receipt for every payout. First payout arrives the month after your referral's first paid invoice clears.
When you sign up, you'll complete a short onboarding to connect your bank account for direct ACH transfers. No fees on your end. We use Stripe for secure bank-account collection and payouts. You may receive a 1099 at year-end if your total payouts exceed $600 — Stoke handles the tax reporting.
No. You can participate in the referral program as an advisor, colleague, or industry contact without being a paying Stoke customer yourself. You just need to be able to genuinely recommend the product to people who'd get value from it.
A conversion is a new founding advisor who (1) clicked your unique referral link within the last 60 days, and (2) completed a $997/mo founding advisor purchase. You can see every click and conversion in your referral dashboard.
No. Self-referrals are not eligible. Referring anyone in your immediate household is also excluded. These transactions are reviewed monthly — any self-referral found will result in removal from the program.
Payouts stop when their subscription ends. If they cancel at month 3, you receive 3 months of payouts (not 12). If a chargeback is filed, the associated payout is clawed back from your next disbursement. See full terms.
No limit. There are 5 founding advisor spots total — once those are filled, the program transitions to the standard plan. Refer as many as you can before the cohort fills.
When someone clicks your referral link, a 60-day attribution cookie is set. If they purchase within 60 days of clicking your link, the referral is attributed to you — even if they navigated away and came back later.