What should I do prior to the first transfer of Upromise rewards?

Please review the 529 College Savings Plan account(s) and/or checking/savings account(s) currently linked to your Upromise account and ensure all account information is accurate.  You can do this by going to the Profile page of your Upromise account, then click on the <Manage> link in the Linked Accounts section.

Also, please visit the Transfers page of your Upromise account to view your minimum transfer requirement.  This is the amount of Earned Rewards you will need in your Upromise account before we attempt to automatically transfer your Earned Rewards at the next monthly transfer cycle. 

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