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Platform Outline
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3% APY
Holdings Debit Card
Holdings Debit Card

Focus on Smiles, Not Spreadsheets

Focus on Smiles, Not Spreadsheets

Focus on Smiles, Not Spreadsheets

Holdings helps dental practices save money, earn industry-leading interest, and cut admin time with seamless financial tools-all in one platform.

Holdings helps dental practices save money, earn industry-leading interest, and cut admin time with seamless financial tools-all in one platform.

Holdings helps dental practices save money, earn industry-leading interest, and cut admin time with seamless financial tools-all in one platform.

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Banking services and sweep

network provided by Evolve Bank

& Trust and i3 Bank, Members FDIC

SOC Compliant

and reviewed by

3rd party

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Platform Picture

Clear, upfront banking,
what you see is what you get.

Open Account

Platform Picture

Clear, upfront banking,
what you see is what you get.

Open Account

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Up to 3% APY

Holdings Cash Account

Tiered rates based on your deposits that grow with

your business:


1.5% APY = $50K-$250K

2% APY = $250K-$1M

3% APY = Over $1M

Up to 3% APY

Holdings Cash Account

Tiered rates based on your deposits that grow with

your business:


1.5% APY = $50K-$250K

2% APY = $250K-$1M

3% APY = Over $1M

No monthly fees

No monthly fees

Unlimited transactions

Unlimited transactions

Easy to use digital banking platform

Easy to use digital banking platform

Apply in 10 minutes

Apply in 10 minutes

No minimum balance required

No minimum balance required

No minimum balance required

Apply in 10 mins

No fees

Easy to Use

Unlimited transactions

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Get 12x the industry average guaranteed by the Federal Deposit Insurance Corporation through our sweep network of 20+ Banks

250 k

Avg Bank

3M

Holdings

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Get 12x the industry average guaranteed by the Federal Deposit Insurance Corporation through our sweep network of 20+ Banks

250 k

Avg Bank

3M

Holdings

gradient background

Get 12x the industry average guaranteed by the Federal Deposit Insurance Corporation through our sweep network of 20+ Banks

250 k

Avg Bank

3M

Holdings

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From Our Customers

FAQ

How does the tiered interest structure work?

Is there a cost for money transfers?

Do I need to maintain a minimum balance?

Are there any hidden fees?

How does the Sweep Program provide up to $3M in FDIC insurance?

What statements are provided?

FAQ

How does the tiered interest structure work?

Is there a cost for money transfers?

Do I need to maintain a minimum balance?

Are there any hidden fees?

How does the Sweep Program provide up to $3M in FDIC insurance?

What statements are provided?

FAQ

How does the tiered interest structure work?

Is there a cost for money transfers?

Do I need to maintain a minimum balance?

Are there any hidden fees?

How does the Sweep Program provide up to $3M in FDIC insurance?

What statements are provided?

Your business deserves more. Holdings helps you earn it.
Your business deserves more. Holdings helps you earn it.
Your business deserves more. Holdings helps you earn it.

Hustle Handbook: News, Insights, & Perks for Business Owners

No fees. No fluff. Just the SMB news, money moves, and high-yield banking tips you actually need— delivered quick, clear and jargon-free.

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 i3 Bank, Member FDIC. The Holdings Visa® Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted.
Funds deposited in your Holdings account are held by i3 Bank, Member FDIC. The standard deposit amount is $250,000 per depositor, per insured bank, for each account ownership category.

Through i3 Bank's Sweep Program, funds may be eligible for up to $3M in FDIC insurance. Find additional information about the Sweep Program here

Hustle Handbook: News, Insights, & Perks for Business Owners

No fees. No fluff. Just the SMB news, money moves, and high-yield banking tips you actually need— delivered quick, clear and jargon-free.

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 i3 Bank, Member FDIC. The Holdings Visa® Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted.
Funds deposited in your Holdings account are held by i3 Bank, Member FDIC. The standard deposit amount is $250,000 per depositor, per insured bank, for each account ownership category.

Through i3 Bank's Sweep Program, funds may be eligible for up to $3M in FDIC insurance. Find additional information about the Sweep Program here

Hustle Handbook: News, Insights, & Perks for Business Owners

No fees. No fluff. Just the SMB news, money moves, and high-yield banking tips you actually need— delivered quick, clear and jargon-free.

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 i3 Bank, Member FDIC. The Holdings Visa® Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted.
Funds deposited in your Holdings account are held by i3 Bank, Member FDIC. The standard deposit amount is $250,000 per depositor, per insured bank, for each account ownership category.

Through i3 Bank's Sweep Program, funds may be eligible for up to $3M in FDIC insurance. Find additional information about the Sweep Program here