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.
Partner tiers and rewards
 |  |  |  | |
|---|---|---|---|---|
| Total client balance | Up 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 | ||||
* Conditions apply – see your Stockspot Partner Agreement.
"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.