How does the Upromise Refer a Friend and Family Program Work?
Referring is simple to do and a great way to earn extra on your account. Refer your friends and family to join Upromise through an email invitation or your personalized invite link!
Submit your referral’s first name, email address, and a custom message to send an email invitation from you to their email inbox. They simply click on the invite email and complete their registration and YOU start earning.
The Upromise Refer Friends & Family Form:
Personal Invite Link:
You can also invite friends and family using your personalized invite link. Simply copy the link from the Upromise Refer Friends & Family page and paste it into a text message or through your favorite social media platform.
How To Earn?
When your referral creates a Upromise account and connects their 529 plan you earn $25.00* after a transfer occurs on their account.
If your referral doesn’t have a 529 plan, they can create a Upromise account and connect their checking or savings account. After they have a transfer of funds you then earn $10.00*!
You can track your earnings directly from your Upromise Refer a Friend & Family page.
Start earning more today and Refer to your Friends & Family!
*You are eligible to receive only one (1) referral bonus for each referral signup
of up to $25.00. Referral bonuses are granted on your referral’s first transfer only.
If your referral links a 529 plan and has a successful transfer, you will receive $25.00 on their first transfer only.
Or if your referral does not link a 529 plan and instead only links a checking/savings account and has a successful transfer, you will receive $10.00 on their first transfer only.