Watch four short video walkthroughs of Holdings — the homepage overview, invoicing, accounting, and the 55 free tools — narrated by our product team. About 6 minutes total.
Get started with Holdings in minutes-create your account, verify your business, and add funds.
Set up multiple accounts for better organization-payroll, taxes, reserves, and more.
View and manage all your Holdings accounts, linked bank accounts, manually added accounts, counterparties, and debit cards from one unified dashboard.
Add an extra layer of security to protect your Holdings account from unauthorized access.
Learn what Holdings needs to verify your business and why-from documents to timeline.
Complete checklist of required documents by business type-sole props, LLCs, corporations, and more.
Timeline and process after applying-from confirmation email to account approval.
Which business types Holdings supports and what's required for each structure.
Why applications get denied and what you can do about it-from common issues to appeals.
Current limitations and requirements for international businesses and owners wanting to use Holdings.
What routing and account numbers are, where to find them, and when you need them.
How to apply for an EIN from the IRS-online, by fax, or by mail-and why you need one.
Forgot your password or locked out? Here's how to securely regain access to your account.
Your step-by-step guide for the first two weeks on Holdings-from logging in to connecting accounting software.
Update your business address, phone number, and display name-plus what requires contacting support.
A guided tour of your Holdings dashboard-where to find balances, transactions, navigation, and key actions.
A visual walkthrough of the Holdings platform covering balances, transfers, cards, team management, and mobile vs desktop tips.
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 best with Holdings, including desktop and mobile recommendations.
