For assistance, please call Customer Care,
Monday through Friday from 9 AM to 9 PM EST
at 1-800-UPROMISE or email us.
Upromise GoalSaver is a savings account that makes saving for
school and related expenses simple. Simple because it helps you
set, visualize, and track your progress. And it's easy to set up
multiple goals (such as multiple kids you are sending to college)
for whatever you are saving towards.
How Upromise GoalSaver Keeps You on Track
0.85% APY (Annual Percentage Yield)
Track and save for multiple goals
Set-up automatic deposits
FDIC-insured for peace of mind
Share your goals with friends and family
Have a question? Call us at 877-978-1710
Upromise GoalSaver Accounts are offered through Sallie Mae Bank, Member FDIC.
1 Cash rewards will post to Upromise GoalSaver account(s)
in the form of interest payments and is subject to taxable income rules.
Each cash reward program is subject to individual eligibility requirements:
10% Match on Upromise Rewards: To be eligible for the 10% annual match
on your Upromise earnings from Upromise, you must link your Upromise GoalSaver
Account to your Upromise Account and, within 90 days of opening your Upromise
GoalSaver Account, either: 1. Make your first of at least 10 externally funded
credit/deposit transactions into the Upromise GoalSaver Account and complete at
least 10 externally funded credit/deposit transactions within the anniversary
year or 2. Fund your Upromise GoalSaver Account with $5,000 or
more and maintain an average daily balance of $5,000 or more during the
12 months from account opening. Should you fail to meet the requirements
during the anniversary year, you will have the opportunity to become eligible
for the 10% match in additional years if, by your anniversary date, you (a)
link your Upromise GoalSaver Account to your Upromise Account, and (b), you
either meet the $5,000 average daily balance minimum funding requirement, or
you meet the 10 externally funded credit/deposit requirement in the
anniversary year. If you qualify for the 10% match based on having
the average daily balance of $5,000 in your Upromise Account, you must
maintain that average balance in your Upromise GoalSaver for the duration
of the anniversary year for which your transferred earnings will be matched.
Once you complete the steps above, Upromise will match 10% of your Upromise
earnings that you transfer from your Upromise Rewards Account into your Upromise
GoalSaver Account during each anniversary year. Your match will be deposited
into your Upromise GoalSaver Accountwithin 60 days after your anniversary date,
provided that both accounts remain active at time of transfer.
Please refer to GoalSaver FAQs for additional information. Upromise may
change or terminate the 10% annual match offer at any time without
notice. Other terms and conditions may apply. Upromise Accounts are not
FDIC insured, carry no bank guarantee and may lose value.
Annual Bonus: $10 Annual Bonus will post to Upromise GoalSaver account
within 60 days of the completion of each anniversary from the date your account
was opened. To be eligible for the bonus eash year, you must have a recurring
deposit post at least 10 out of the 12 months in an amount not less than $10 each
deposit and your account must be in an open status at the time of bonus posting.
Loyalty Bonus: $100 will post to your Upromise GoalSaver account with in
60 days of the completion of the 3rd anniversary of when your account was opened.
To be eligible the Account must maintain at least $0.01 up until the day before
the 3rd anniversary date, a $5,000 balance must be reached by and remain in the
account on the 3rd anniversary date and the account must be in an open status at
the time of bonus posting.
2 Advertised Annual Percentage Yield is variable and is subject to change after
account opening. Rate effective as of Sep 30, 2016. Please refer to the account
Terms and Conditions
Agreement for details.
We reserve the right to modify or discontinue features, benefits and services
including cash rewards and bonuses at any time without notice.