What Can Each Role Do in Holdings?

Understand SuperAdmin, Admin, Member, and Bookkeeper roles-what each can do and how to assign them.

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Explore Holdings

Business Banking

Zero-fee checking with 1.75% APY, FDIC insured to $3M.

Sub-Accounts

Organize funds by purpose with unlimited sub-accounts.

Multi-Entity Accounting

Managing multiple entities in one platform.

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