Coastal HSA for Accountants & Financial Advisors

Earn Revenue by Referring Clients to Coastal HSA

Support your clients with a reliable, CRA-compliant HSA solution — and get rewarded for it.

Refer clients to Coastal HSA and earn 1% of all HSA spending from each referred client for 2 years.

How it works:
• Introduce your client to Coastal HSA (via email, link, or intro)
• They sign up and note you as the referrer
• You earn ongoing revenue — no extra work

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