- I Can't Log In - Troubleshooting
Step-by-step troubleshooting for login issues including wrong password, MFA problems, locked accounts, and account recovery.
- Why Is My Account Frozen?
Understand why your Holdings account may be frozen, what you can still do, and how to resolve the freeze quickly.
- Locked Out of My Account
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.
- Changing Your Business Name
How to update your business name on your Holdings account after rebranding, restructuring, or a legal name change.
- Forgot Username - What to Do
Your Holdings username is your email address. Here is how to find it and regain access to your account.
- Holdings Account Under Review: What to Expect
Understand why your Holdings account may be under review, what you can do during the review, and how long it takes.
- Updating Your Business Information
Learn what business information you can update yourself in Settings and what changes require contacting Holdings support.
- Changing Your Business Address
Step-by-step guide to updating your business address in Holdings, including what gets affected and timing considerations.
- Managing Notification Preferences
Customize which notifications you receive from Holdings, including transaction alerts, security notifications, and marketing communications.
- Email and SMS Alert Settings
Set up and customize email and SMS alerts for your Holdings account, including transaction notifications and security alerts.
- Updating EIN or Tax Information
Learn when and how to update your EIN or tax information with Holdings, including required documentation and timelines.
- Adding Business Entities
How to manage multiple business entities with Holdings, what is shared vs separate, and how to keep finances organized across entities.
- Managing Multiple Business Entities
Best practices for managing multiple business entities in Holdings including switching between entities, team access, reporting, and tax considerations.
- Reactivating a Closed Account
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 Do I Close My Holdings Account?
How to close your Holdings account, what to do before requesting closure, and what happens to your funds and data.
- Update Beneficial Owners or Authorized Signers?
How to update beneficial owners, authorized signers, or business ownership details on your Holdings account after it has been opened.
