Bring More Value to Your Clients
Leverage the Crecer Connect platform to help your clients improve their financial knowledge and plan for retirement
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Support Business and Individual Clients
You can setup retirement accounts (IRAs) for both your business and individual clients all in one administrative dashboard.
Setup Direct Deposit in any Payroll System
If you manage payroll for your business clients, you can easily setup direct deposits so employees can contribute to their retirement account directly from their paycheck. Direct deposits can be setup in any payroll system.
Help Your Clients Improve Their Financial Knowledge
Share educational videos on key financial topics with your clients to help them better manage their personal finances.
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Referral Rewards Program
Earn $50 for each new client you refer to Crecer Connect¹
¹ Referral rewards are subject to terms and conditions. See details in the User Agreement during sign up.
An Easy Way to Help Your Clients
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Is there a cost?No, there is no cost to use the Crecer Connect platform. There is also no cost for business owners that want to offer Crecer retirement accounts to their employees. The retirement account owner is charged a monthly fee, you can see pricing details on the Crecer website
What are the steps?- Create your Crecer Connect administrative account
- Help your clients create their personal retirement account
- If you manage payroll for the client, we’ll provide instructions on how to set up direct deposit in your payroll system so employees can contribute to their retirement account each pay period.
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How long does it take?A typical account creation for each client takes less than 5 minutes and there is no ongoing maintenance required. If you manage payroll and the client changes the amount they want to contribute from their paycheck, you'll get a noitfication to update the payroll system.
Want more info on Crecer's retirement accounts?
Go to Crecer
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