- Sign Up for Holdings & Fund Your Account
Get started with Holdings in minutes-create your account, verify your business, and add funds.
- Create New Accounts & Nicknames
Set up multiple accounts for better organization-payroll, taxes, reserves, and more.
- Managing All Your Accounts in One Place
View and manage all your Holdings accounts, linked bank accounts, manually added accounts, counterparties, and debit cards from one unified dashboard.
- How Holdings Protects Your Account with MFA
Add an extra layer of security to protect your Holdings account from unauthorized access.
- Verifying Your Business and Identity
Learn what Holdings needs to verify your business and why-from documents to timeline.
- Document Requirements for Account Approval
Complete checklist of required documents by business type-sole props, LLCs, corporations, and more.
- After You Submit Your Application
Timeline and process after applying-from confirmation email to account approval.
- Business Structure Requirements
Which business types Holdings supports and what's required for each structure.
- If Your Application Is Denied - Next Steps
Why applications get denied and what you can do about it-from common issues to appeals.
- International/Non-U.S. Member Requirements
Current limitations and requirements for international businesses and owners wanting to use Holdings.
- Understanding Your Routing and Account Numbers
What routing and account numbers are, where to find them, and when you need them.
- Getting Your EIN (Employer Identification Number)
How to apply for an EIN from the IRS-online, by fax, or by mail-and why you need one.
- How Do I Reset My Password or Recover My Account?
Forgot your password or locked out? Here's how to securely regain access to your account.
- Quick Start Checklist for New Users
Your step-by-step guide for the first two weeks on Holdings-from logging in to connecting accounting software.
- Setting Up Your Business Profile
Update your business address, phone number, and display name-plus what requires contacting support.
- Understanding Your Holdings Dashboard
A guided tour of your Holdings dashboard-where to find balances, transactions, navigation, and key actions.
- How to Navigate Holdings (Video Tour)
A visual walkthrough of the Holdings platform covering balances, transfers, cards, team management, and mobile vs desktop tips.
- Helpful Resources for New Holdings Users
A curated collection of links and resources to help new Holdings users get set up, manage money, invite their team, and make the most of the platform.
- Which Browsers and Devices Work with Holdings?
Which browsers and devices work best with Holdings, including desktop and mobile recommendations.
