Follow these simple steps below to link your 530A Account
Step 1:
After logging into your Upromise account, locate the Profile icon at the top right of the page, click to access the Profile dropdown, then click “Profile / Settings”.
Or simply click “Link Your Account” if you see The American Dream Starts Now rotating banner. This opens an account linking window on your Profile page. Click “Link Trump Account (530A)”, then skip to Step 3.
Step 2:
From the Profile page, scroll to the Linked Accounts section, right below Reward Transfer Status, and click “Link Trump Account (530A)”. This opens the 530A account linking form.
Step 3:
In the 530A account linking form, enter and confirm your Trump Account (530A) number in the “Trump Account Number” and “Confirm Trump Account Number” fields.
Select your existing beneficiary under the “Choose Beneficiary” dropdown. If you need to add a new beneficiary, then click on “+ Add New Beneficiary” in the same dropdown, and the beneficiary fields will appear. Fill out their appropriate information.
Due to the U.S. Treasury rules, Upromise Rewards cannot be transferred directly into a Trump Account (530A). Please select either a “Checking” or “Savings” account to receive your Rewards in the “Bank Account Type” field, then enter and confirm your checking or savings account number in the “Account Number” and “Confirm Account Number” fields. Enter your appropriate routing number in the “Routing Number” field. We recommend using the bank account already linked to your Trump Account.
Finish off by entering your Upromise Rewards Account Information, including your name and address to ensure successful Rewards transfers.
Note that if you’re not the account owner, then you must select “Please check here if you are not the owner of the account and fill in your account details.” and fill in the account owner information in the appropriate section that will appear once the box is checked.
Click “SUBMIT” at the bottom of the account linking form to finalize your account linking.
You will be able to revise the linked financial account information later by visiting your Profile page.
Step 4:
To confirm your recently linked financial account, you may need to verify this change request via an email that is sent to your email address associated with your Upromise account. Check your spam folder if you do not see the email.
That’s it! Once verified, the Trump Account (530A) is successfully linked to your Upromise account. Upromise initiates Rewards transfers for all eligible Upromise members during the first week of each calendar month, subject to transfer minimums. If you are eligible, we will transfer your full rewards balance equally to your linked financial account(s).