How Do I Link a Savings Account or a Checking Account to My Upromise Account

Follow these simple steps to Link your Checking or Savings 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.

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Step 2. From the Profile page, click “Add New Accounts”, which you’ll have to scroll down to access.

 

 

Step 3. Under Select Account Type, choose either a Checking or Savings Account, and then fill in the appropriate account information.

 

If you do not know your bank’s routing number, you can reference from a check as is depicted in the image below. Alternatively, you call your bank or “google it”.

 

 

Step 4. Scroll down to click the “Submit” button.

 

Once you have linked a Checking or Savings account to your Upromise account, you will be requested to verify these changes via a confirmation email.

That’s it! Upromise initiates transfers for all eligible Upromise members during the first week of each month. If you are eligible, we will transfer your full rewards balance equally to your linked accounts on a monthly basis.

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