How do I manage a student loan account linked to my Upromise account?

Follow these simple steps to manage your student loan account linked to your Upromise account.

Step 1: After logging into your Upromise account, click the Profile link from the account pull-down at the top right of the page.

Screenshot 2023-12-21 at 10.15.51 PM.png

Step 2: On your Profile page, click <Manage> on the right of the linked account you wish to update.

Screenshot 2023-12-22 at 1.13.18 AM.png

 

Step 3: Follow the prompts to use Gift of College to update your linked student loan account details. Click <Continue>.

Screenshot 2023-12-22 at 1.19.39 AM.png

 

Step 4: Update the appropriate information for your linked student loan account.

Screenshot 2023-12-22 at 1.20.37 AM.png

You may update the following details:

  • Name on Account
  • Beneficiary or Borrower Name
  • Beneficiary or Borrower Birthday Month and Year

To unlink your selected student loan account from your Upromise account, uncheck the box next to ‘Active’ and click <Save>.

Screenshot 2023-12-22 at 1.23.14 AM.png

 

Step 5: The changes will be saved, but you must click the ‘x’ in the upper right corner of the linking modal to close the screen and return to your Upromise Profile page.

Screenshot 2023-12-22 at 1.28.32 AM.png

Step 6: That’s it! If you deactivated your student loan account linking with your Upromise account you will no longer see the student loan account in your Upromise Linked Accounts section.

Note: If you have linked a student loan account with your Upromise account and wish to change the loan servicer that you linked, you must unlink (de-activate) the linked loan account and add the new loan servicer account. Once you link a student loan account with your Upromise account you may not change the student loan account servicer of that linked student loan account.