Effective Date: 6/10/2025
Offer Sponsor: Holdings Financial Technologies, Inc. ("Holdings"), in partnership with i3 Bank
Website: getholdings.com
1. Offer Overview
The Bookkeeping Offer (“Offer”) is available to eligible business customers who open a new Holdings business account through the designated partner channel, meet all qualifying criteria, and comply with these Terms and Conditions. Eligible customers will receive three (3) months of free bookkeeping.
2. Eligibility
The Offer is open only to new business customers who have not previously held a Holdings business account.
The business account must be opened via the designated partner channel.
You must notify Holdings of your eligibility by referencing the partner during signup or by contacting support.
The Offer is limited to one (1) reward per business entity.
3. How to Qualify
Open a new Holdings business account through the designated partner channel.
Notify Holdings of your eligibility as described above.
4. Offer Fulfillment
Eligible customers will receive the offer beginning from the date of account activation and confirmation of eligibility.
After the promotional period, standard service fees apply unless you choose to cancel or change your service.
5. Additional Terms
This Offer cannot be combined with other promotions unless expressly permitted by Holdings.
Holdings and i3 Bank reserve the right to modify, suspend, or terminate this Offer at any time without prior notice.
All decisions regarding eligibility and fulfillment are at the sole discretion of Holdings.
You are responsible for any taxes or reporting obligations resulting from receipt of the offer.
Participation constitutes acceptance of these Terms and Conditions and any other applicable Holdings or i3 Bank account terms.
6. General Conditions
Any attempt to manipulate or abuse the Offer may result in disqualification.
Holdings is not responsible for technical issues or errors in processing eligibility.
7. Contact
For questions regarding this Offer, please contact Holdings Financial Technologies via the [email protected]
By participating in this Offer, you acknowledge that you have read, understood, and agree to these Terms and Conditions.