*This offer is extended to advisors who are active users of RazorPlan and successfully refer new clients to Nest Wealth Plus. Clients must fund and maintain a portfolio with a minimum $75,000 balance. One month credit for RazorPlan will be earned for each client meeting the specified criteria. Advisors that qualify for this offer will see their first earned account credit within three months of becoming eligible. This offer is subject to change without notice.