Referral Program
Referral Program

Community is at the heart of Holdings. When you share Holdings with others, we honor your impact by giving back. For every successful referral, we’ll make a donation to your organization—so everyone benefits when good ideas are shared.

$50

donation

When a new account maintains a balance of $1,000 to $9,999 for 30 days

$100

donation

When a new account maintains a balance of $10,000 to $49,999 for 30 days

$200

donation

When a new account maintains a balance of $50,000 or more for 30 days

How It Works

The more organizations you introduce to Holdings, the more we give to your cause.

Share Holdings with organizations in your network and invite them to open an account.

When a referred organization lists you during signup, both groups become eligible for a donation to their mission.

If the new account maintains a qualifying balance for 30 days, we'll make a donation to both organizations—based on the amount maintained.

How It Works

The more organizations you introduce to Holdings, the more we give to your cause.

Share Holdings with organizations in your network and invite them to open an account.

When a referred organization lists you during signup, both groups become eligible for a donation to their mission.

If the new account maintains a qualifying balance for 30 days, we'll make a donation to both organizations—based on the amount maintained.

FAQ

Does my account need to stay open to receive referral donations?

Is there a limit to how many organizations I can refer?

What if an organization forgets to list us during signup?

Does my account need to stay open to receive referral donations?

Is there a limit to how many organizations I can refer?

What if an organization forgets to list us during signup?

Ready for Banking That Works for You?
Ready for Banking That Works for You?
Ready for Banking That Works for You?