FinRev Complimentary & Supplementary Accounts
Complimentary Accounts
Complimentary accounts include:
- Free accounts for JV partners, White Label partners or Scott's contacts
- Staff Accounts
Complimentary accounts should only be requested and created by Operations Management staff (Aaron or Caroline).
How to create Staff Accounts or other Complimentary Accounts:
- Use this form to select and set up the account: https://finrev.pages.ontraport.net/internal-1
- The recipient will be sent a contract to sign
- Once the contract is signed and submitted, the recipient will receive the standard FinRev Welcome email with onboarding instructions
Supplementary Accounts
Supplementary accounts are granted to specific buyers of a primary FinRev package:
- FinRev Platinum customers: they are entitled to receive two sub-accounts under their primary account login
- All FinRev buyers of 2023 packages (e.g. $5k Top 100 packages): they are entitled to one sub-account under their primary account login
- [Discontinued] CSI Beta customers: they were entitled to one additional account set up as either a sub-account under their primary login OR a new account under a new contact profile (e.g. for a company or 501k or Self-Managed Super Fund). This offer has now closed.
How to create Supplementary Accounts:
- Supplementary accounts are requested by Operations Management staff (Aaron or Caroline) via this form: https://finrev.pages.ontraport.net/supplementary-step-1
- The client will be added to a Supplementary Account Application workflow where their eligibility will be checked by Support staff (Jonz)
- If eligible, the recipient will be sent a contract to sign
- Once the contract is signed and submitted, the recipient will receive the standard FinRev Welcome email with onboarding instructions