Patriot Partner Help

Watch a video of our webinar, “Getting Started as a Patriot Advisor,” where we explain Patriot’s Partner program for Advisors, and answer the most commonly asked questions.

You can add and manage multiple users with permissions in Patriot under your Partner account.

You can set up and easily manage your clients in your Partner account.

You can get a quick overview of all client payroll information, Full Service onboarding, and employee pays with our advisor reports.

Co-branding is free in Patriot. You can easily co-brand Patriot Software to reflect your firm’s brand and get marketing materials.

We want your firm to be successful, so we’ve added resources for you to distribute to your clients.