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Referral Partner Program

Earn up to 125% of first-year fees

More than 90% of new clients at Matco are referred by individuals who are confident that Matco will take care of their friends, family, and professional relationships. Evidenced by our client retention rate of 98% Matco is earning your trust.
Become a partner
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Why Become a Matco Referral Partner?

Great relationships deserve great advice

Ensure your friends, family, and professional relationships receive great financial advice and services

Boost your net worth with extra income

You can be compensated for leveraging your network of great relationships

Compliment your professional services

Matco services may add value to your own professional services
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Who is a great referral partner fit?

  1. Current professional; accountants, lawyers, real estate agents, and insurance agents
  2. Retired professionals; accountants, lawyers, real estate agents, brokers, planners, insurance agents, etc.
  3. Influencers
  4. Concerned family/friends of individuals whom require financial advice
  5. Individuals with strong relationships
Become a partner

How it works

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Forward contact information to your representative at Matco

Send us the contact information of your referral and we do the rest. The only requirement is that you let the referee know that you will pass their name and contact information to Matco and they should expect to be contacted.
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Stay informed on the process of signing up your referral

We keep you informed on the milestones reached with your newly referred client such as when they have signed account opening documents.
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Get paid for referring the new Matco client

We will forward you he referral fee payment once they have become a new client at Matco and their assets are invested.

Referral Partner Compensation Calculator

Up to

600

Lump sum payment.

Total Referred Assets

Thanks for the numbers, they could be going to your emails. But they're going to mine... Thanks ;D
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Boost Your Earnings Today

Maximize your commission by calculating your potential earnings. Contact us to explore more ways to increase your net worth.
Become a partner

Amount of referred assets invested in the new client account.

A referral payment is equal to 125% of the first years client fee.

Let’s say we just opened an investment account(s) at Matco for a newly referred client with $500,000. The client will be paying our 1% annual fee to Matco. You will receive a lump sum payment of 125% of first-year fees.

Calculating your referral payment: ($500,000 x 1%) x 125% = $6,250 lump sum.

Remember, the payment only gets paid to you when the assets arrive in the referred client’s new investment account(s) at Matco.