Earn Rewards with Holdings: How to Refer Customers and Unlock Bonuses

How to Refer Customers to Holdings and Earn Rewards

At Holdings, we believe in the power of community and rewarding our customers for sharing their positive experiences. Our referral program is designed to benefit both the referrer and the referee, offering cash bonuses based on the new account’s maintained balance. Whether you’re a business owner or freelancer, referring others to Holdings is a simple way to earn rewards while helping others discover a banking solution tailored to their needs.

How the Referral Program Works

1. Introduce Holdings to Your Network

Share Holdings with businesses or individuals in your network who could benefit from our fee-free banking features, instant transfers, and seamless integrations.

2. Referee Lists You as Referrer

When the referred business opens a new Holdings account, they must list you as the referring party during onboarding. This ensures both of you become eligible for rewards.

3. Maintain a Qualifying Balance

The new account must maintain a qualifying balance for 30 consecutive days to unlock the referral bonus:

• $50 Bonus: For balances between $1,000 and $9,999.

• $100 Bonus: For balances between $10,000 and $49,999.

• $200 Bonus: For balances of $50,000 or more.

4. Earn Your Reward

Once the referee maintains the qualifying balance for 30 days, both parties will receive their respective bonuses credited directly to their Holdings accounts within 30 days.

Why Participate in the Referral Program?

1. Unlimited Earning Potential

There’s no limit to the number of referrals you can make—each qualifying referral earns you a bonus based on the referee’s maintained balance.

2. Mutual Benefits

Both you and the referee receive cash rewards, making it a win-win opportunity for everyone involved.

3. Easy Process

The referral process is straightforward—simply share Holdings with your network and ensure they list you as the referrer during onboarding.

Examples of Referral Scenarios

• A business owner refers another company that opens an account and maintains a $12,000 balance for 30 days. Both parties earn a $100 bonus.

• A freelancer recommends Holdings to their client, who opens an account and maintains a $60,000 balance for 30 days. Both parties earn a $200 bonus.

Frequently Asked Questions

Who Can Participate?

The program is open to current Holdings account holders in good standing (referrers). Referees must be new customers who have never held a Holdings account before.

How Do I Ensure Credit for My Referral?

The referee must list you as the referring party during onboarding. If this step is missed, contact Holdings within 30 days of their account opening to request credit.

Are There Any Fees or Limitations?

Holdings charges no fees for participating in the referral program, and there’s no limit to how many referrals you can make.

Final Thoughts

Holdings’ referral program is an excellent way to grow our community while earning rewards for yourself and those you refer. With cash bonuses of up to $200 per referral and no limits on participation, this program makes sharing Holdings with your network both easy and rewarding. Start referring today and enjoy mutual benefits with every successful connection!