A clear place to start.

SmartVest connects Clients, Referrers, Businesses and Advisors through introductions, referral workflows and meetings. Each participant can see the information and next actions available to them.

Create an account, sign in and open Profile to request Business or Advisor access. Approval gives access to that workspace. Professional or Business verification, review of the services you can offer and starting a paid plan are separate steps.

Create or sign in to your SmartVest account. Open Referrals and choose Create referral, where eligible. Get the person’s permission, review the current consent and any applicable program terms, then submit. The invited person decides whether to accept.

No. Some introductions have no reward program. If a program applies, the terms displayed before submission explain its eligibility and conditions. Pending conditions must be satisfied; recorded amounts are not a promise of cash.

Open the meeting or referral in your account to see the date, timezone, confirmation and available actions. The coordinator can choose from returned available times, which are checked again when saved. Google Calendar and Meet support depends on the professional’s connection and feature availability; online access follows the meeting’s participant and time checks.

Opportunity Credits are service capacity under a Business plan. One credit covers one legitimate active commercial opportunity, even when it has multiple meetings. Servicing an existing product or continuing the same opportunity uses no new credit. Monthly plan credits reset without rollover; the Starter trial has one allowance for the full trial. Credits are not money or withdrawable value, and they do not guarantee a sale.

No. The public plan link records your plan interest on the registration page. Account creation does not charge you or activate a paid plan. Eligible accounts can review the available paid plans, including the amount, tax, renewal and cancellation terms, before checkout.

SmartVest uses authenticated accounts, role and permission checks, referral consent and controlled meeting access. Read the Privacy Policy for what is collected, shared and retained. Avoid putting unnecessary sensitive information in referral or meeting notes.

No. Ready for transfer describes a recorded reward state, not a withdrawable balance. Transferred records a transfer and does not establish that a bank payout has settled. Your account shows the applicable status and any remaining requirements.

Use Help & FAQ, the public Contact form or support@smartvest.ca. Signed-in participants can also use the existing Support experience in their workspace.