How do I link my 529 College Savings Plan account or checking/savings account?

You can link your 529 College Savings Plan account or checking/savings account by clicking on the <Add New Accounts> button on your Profile page. Enter the information requested and click <Submit>. Once you have linked a 529 College Savings Plan account to your Upromise account, you will be requested to verify these changes via a confirmation email.

When linking a 529 College Savings Plan account, you will need to select the beneficiary that is associated with your 529 Plan account.  If you have not added the beneficiary to your Upromise account, you will need to return to the Profile page and add the information for that beneficiary before linking your 529 Plan account.

If you are linking a 529 College Savings Plan account or checking/savings account that is not owned by you, you will be asked to enter the account-holder name and address associated with the account you are linking. 


Contact Us:

Give us a call Monday-Friday 9:00AM PST - 5:00PM PST: (800)-587-7309
Live Chat with an agent Monday-Friday 9:00AM PST - 5:00PM PST