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Comprehensive How-Tos for Utilizing Holdings Financial Services

Comprehensive How-Tos for Utilizing Holdings Financial Services

Comprehensive How-Tos for Utilizing Holdings Financial Services

Small Business Banking & Accounting: Zero Fees, 2% APY, Bookkeeping

Small Business Banking & Accounting: Zero Fees, 2% APY, Bookkeeping

Small Business Banking & Accounting: Zero Fees, 2% APY, Bookkeeping

Fund Your Holdings Account: Step-by-Step Guide for SMB Banking Success

Fund Your Holdings Account: Step-by-Step Guide for SMB Banking Success

Fund Your Holdings Account: Step-by-Step Guide for SMB Banking Success

How Holdings Roles & Permissions Protect Your Business

How Holdings Roles & Permissions Protect Your Business

How Holdings Roles & Permissions Protect Your Business

How to Add Team Members & Manage Roles in Holdings SMB Banking

How to Add Team Members & Manage Roles in Holdings SMB Banking

How to Add Team Members & Manage Roles in Holdings SMB Banking

Earn Cash Bonuses With Holdings: Unlimited Referral Rewards & 2% APY

Earn Cash Bonuses With Holdings: Unlimited Referral Rewards & 2% APY

Earn Cash Bonuses With Holdings: Unlimited Referral Rewards & 2% APY

Bank like you're a business

Company

Blog

Contact us

Open an Account

How-tos

Referrals

Pricing

Partnerships

Nerd Wallet

Nimbl

Capchase

Pilot

Startup Grind

Legal Disclosures

Sweep Program

Cookie Policy

Referral Terms

Terms and Conditions

Privacy Policy

Electronic Disclosures

i3 Consumer Deposit Account Agreement Disclosures

i3 Business Deposit Account Agreement Disclosures

i3 Consumer Deposit Account Agreement Disclosures

i3 Consumer Debit Card Holder Agreement

i3 Business Deposit Account Agreement

i3 Business Debit Card Holder Agreement

© 2025. All rights reserved. Holdings Financial Technologies

@getholdings

Disclaimers and footnotes

1

Holdings is a financial technology company and is not a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.

2

No account or domestic transaction fees. Some foreign transaction fees may apply in limited circumstances.

3

Annual Percentage Yield (APY) is variable and subject to change after account opening. Rate is compounded monthly and credited monthly.

4

Deposits are insured up to $3 million through a combination of i3 Bank, Member FDIC, and additional program banks.

Bank like you're a business

Company

Blog

Contact us

Open an Account

How-tos

Referrals

Pricing

Partnerships

Nerd Wallet

Nimbl

Capchase

Pilot

Startup Grind

Legal Disclosures

Sweep Program

Cookie Policy

Referral Terms

Terms and Conditions

Privacy Policy

Electronic Disclosures

i3 Consumer Deposit Account Agreement Disclosures

i3 Business Deposit Account Agreement Disclosures

i3 Consumer Deposit Account Agreement Disclosures

i3 Consumer Debit Card Holder Agreement

i3 Business Deposit Account Agreement

i3 Business Debit Card Holder Agreement

© 2025. All rights reserved. Holdings Financial Technologies

@getholdings

Disclaimers and footnotes

1

Holdings is a financial technology company and is not a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.

2

No account or domestic transaction fees. Some foreign transaction fees may apply in limited circumstances.

3

Annual Percentage Yield (APY) is variable and subject to change after account opening. Rate is compounded monthly and credited monthly.

4

Deposits are insured up to $3 million through a combination of i3 Bank, Member FDIC, and additional program banks.

Bank like you're a business

Company

Blog

Contact us

Open an Account

How-tos

Referrals

Pricing

Partnerships

Nerd Wallet

Nimbl

Capchase

Pilot

Startup Grind

Legal Disclosures

Sweep Program

Cookie Policy

Referral Terms

Terms and Conditions

Privacy Policy

Electronic Disclosures

i3 Consumer Deposit Account Agreement Disclosures

i3 Business Deposit Account Agreement Disclosures

i3 Consumer Deposit Account Agreement Disclosures

i3 Consumer Debit Card Holder Agreement

i3 Business Deposit Account Agreement

i3 Business Debit Card Holder Agreement

© 2025. All rights reserved. Holdings Financial Technologies

@getholdings

Disclaimers and footnotes

1

Holdings is a financial technology company and is not a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.

2

No account or domestic transaction fees. Some foreign transaction fees may apply in limited circumstances.

3

Annual Percentage Yield (APY) is variable and subject to change after account opening. Rate is compounded monthly and credited monthly.

4

Deposits are insured up to $3 million through a combination of i3 Bank, Member FDIC, and additional program banks.