Stockspot partner benefits are designed to help you build more meaningful relationships with your clients while giving them the best investment experience.

Register now to start accessing Stockspot partner benefits.

Earn benefits to share with your clients

As a Stockspot partner, you'll gain access to Australia's most sophisticated robo-advice software, education and support. We'll help you look after your clients and grow your business

As more of your clients invest with us, you'll progress to a higher tier level and enjoy even more benefits.

Stockspot partner tiers

Partner tiers and rewards

Stockspot basic tierStockspot select tierStockspot preferred tierStockspot diamond tier
Total client balanceUp to
$500k
>$500k>$5m>$20m
Access to Australia's largest robo adviser
Membership to the Stockspot Partner Program
See all of your clients in one place
View-access to your client portfolios and profiles
Ongoing investment advice for your clients
Annual portfolio reviews for your clients
Performance reports and tax documents
Bespoke portfolio reports to make your life easier
Resources to differentiate and grow your business
Access to articles and videos to educate your clients
Free subscription to the Stockspot monthly newsletter
Stockspot marketing materials for your team and events
Hard copies of Stockspot ETF research for your clients
Dedicated Stockspot account manager
Class Super integration for your SMSF clients
Access to Stockspot guest speakers for your client events
Extra value for you and your clients
Receive discounts to pass on to your clients*5%10%15%

* Conditions apply – see your Stockspot Partner Agreement.

 

Jack from Edstart

"We've partnered with Stockspot to offer an investment option for parents saving up for their kids' education. For us it was important that any partnership was not conflicted with commissions so our clients can be confident that they're getting the best advice."
- Jack from Edstart

Become a Stockspot partner

If you already have a Stockspot for Professionals account, you can register for our Partner Program
via your professionals dashboard

Otherwise, enter your details below to get started.

Register for an account

Your business

Your details

Other details