We believe in the power of community and the value of sharing good things. Our referral program is designed to reward you for spreading the word about Holdings.
$50
bonus
For both the referee and referrer when the new account maintains a balance of $1,000 to $9,999 for 30 days
$100
bonus
For both the referee and referrer when the new account maintains a balance of $10,000 to $49,999 for 30 days
$200
bonus
For both the referee and referrer when the new account maintains a balance of $50,000 or more for 30 days
How It Works
The more qualifying referrals you make, the more you can earn!
Introduce Holdings to businesses in your network and encourage them to open an account.
When a referred business lists you as the referring party during onboarding, you both become eligible for a bonus!
If the new account maintains a qualifying balance for 30 days, you both earn a bonus based on the maintained balance:
How It Works
The more qualifying referrals you make, the more you can earn!
Introduce Holdings to businesses in your network and encourage them to open an account.
When a referred business lists you as the referring party during onboarding, you both become eligible for a bonus!
If the new account maintains a qualifying balance for 30 days, you both earn a bonus based on the maintained balance:
FAQ
When will I receive my referral bonus?
Does my account need to stay open to earn referral bonuses?
Is there a limit to how many people I can refer?
What if the business I referred forgets to list me as the referring party during onboarding?
When will I receive my referral bonus?
Does my account need to stay open to earn referral bonuses?
Is there a limit to how many people I can refer?
What if the business I referred forgets to list me as the referring party during onboarding?
About us
Account
Partnerships
Legal Disclosures
Disclaimers and footnotes
© 2023-2024 Holdings Financial Technologies Inc. All rights reserved. Holdings is a financial technology company, not a bank. Banking services provided by Evolve Bank & Trust, Member FDIC
Funds deposited in your Holdings account are held by Evolve Bank & Trust, Member FDIC. The standard deposit amount is $250,000 per depositor, per insured bank, for each account ownership category. Through Evolve's Sweep Program, funds may be eligible for up to $5M in FDIC insurance. Find additional information about the Sweep Program here
²Yields, fees, and asset allocations are subject to change. While the fund aims to preserve capital and maintain liquidity, it is not FDIC insured and there can be no assurance that these objectives will be met. Please see the prospectus for full details on risks and investment objectives.
About us
Account
Partnerships
Legal Disclosures
Disclaimers and footnotes
© 2023-2024 Holdings Financial Technologies Inc. All rights reserved. Holdings is a financial technology company, not a bank. Banking services provided by Evolve Bank & Trust, Member FDIC
Funds deposited in your Holdings account are held by Evolve Bank & Trust, Member FDIC. The standard deposit amount is $250,000 per depositor, per insured bank, for each account ownership category. Through Evolve's Sweep Program, funds may be eligible for up to $5M in FDIC insurance. Find additional information about the Sweep Program here
²Yields, fees, and asset allocations are subject to change. While the fund aims to preserve capital and maintain liquidity, it is not FDIC insured and there can be no assurance that these objectives will be met. Please see the prospectus for full details on risks and investment objectives.
About us
Partnerships
Legal Disclosures
Disclaimers and footnotes
© 2023-2024 Holdings Financial Technologies Inc. All rights reserved. Holdings is a financial technology company, not a bank. Banking services provided by Evolve Bank & Trust, Member FDIC
Funds deposited in your Holdings account are held by Evolve Bank & Trust, Member FDIC. The standard deposit amount is $250,000 per depositor, per insured bank, for each account ownership category. Through Evolve's Sweep Program, funds may be eligible for up to $5M in FDIC insurance. Find additional information about the Sweep Program here
²Yields, fees, and asset allocations are subject to change. While the fund aims to preserve capital and maintain liquidity, it is not FDIC insured and there can be no assurance that these objectives will be met. Please see the prospectus for full details on risks and investment objectives.