
Logging Into Your Client Portal
This video shows you where your portal login link comes from (check your welcome email) and gives you a quick tour of what you'll see once you're inside.
Uploading Your W-8 or W-9
This video shows you exactly where in the portal to upload your W-8 or W-9 form, and explains why we need it on file before we can process your commission payments.
Finding and Using Your Tracking Link
This video shows you where to find your personal tracking link, how to share it, and what happens on our end the moment someone clicks it.
What Your Referral Sees When They Click Your Link
Curious what you're actually sending people to? This video walks through the landing page your referrals land on, so you know exactly what their experience looks like.
Where to See Your Referrals in the Portal
This video shows you where to check on the leads you've referred, so you can see they're being tracked and credited to you correctly.
Where to access the PDF downloadable assets
This video walks through the page where you can download the affiliate-related assets.

Copyright © 2026 Fractional Family Office