Holdings Blog: Insights on business banking, financial management, and growth strategies for entrepreneurs and companies of all sizes.

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.

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.

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.