Step-by-step troubleshooting for login issues including wrong password, MFA problems, locked accounts, and account recovery.
Understand why your Holdings account may be frozen, what you can still do, and how to resolve the freeze quickly.
What to do when you're locked out of your Holdings account - from too many failed attempts to lost MFA devices and full account recovery.
How to update your business name on your Holdings account after rebranding, restructuring, or a legal name change.
Your Holdings username is your email address. Here is how to find it and regain access to your account.
Understand why your Holdings account may be under review, what you can do during the review, and how long it takes.
Learn what business information you can update yourself in Settings and what changes require contacting Holdings support.
Step-by-step guide to updating your business address in Holdings, including what gets affected and timing considerations.
Customize which notifications you receive from Holdings, including transaction alerts, security notifications, and marketing communications.
Set up and customize email and SMS alerts for your Holdings account, including transaction notifications and security alerts.
Learn when and how to update your EIN or tax information with Holdings, including required documentation and timelines.
How to manage multiple business entities with Holdings, what is shared vs separate, and how to keep finances organized across entities.
Best practices for managing multiple business entities in Holdings including switching between entities, team access, reporting, and tax considerations.
What to do if your Holdings account was closed and you want to reactivate it, including options for opening a new account and accessing historical data.
How to close your Holdings account, what to do before requesting closure, and what happens to your funds and data.
How to update beneficial owners, authorized signers, or business ownership details on your Holdings account after it has been opened.
