Creating a New User in Holdings: Updated Process for 2025

Creating a new user account in Holdings has been streamlined for 2025, offering both Google SSO and traditional email signup options to get you started with our integrated financial platform.

Sign-Up Options

Google SSO Integration

1. Navigate to holdings.io/signup

2. Click "Continue with Google"

3. Verify your Gmail credentials if prompted

4. You'll be automatically directed to your dashboard where any pending company invites will be displayed

Email & Password Registration

1. Visit holdings.io/signup

2. Enter your email address and create a strong password

3. Check your inbox for the "Finish your Holdings registration" email

4. Click the confirmation link to activate your account

5. Log in to access your dashboard and view any pending invites

Business Group User Creation (For Administrators)

If you're a SuperAdmin looking to add users to your business group, follow these steps:

1. Sign in to Holdings as a SuperAdmin

2. Navigate to the Administration section in the left menu

3. Select "Create a user" under the Administration options

4. Fill in all required fields carefully - note that once created, certain profile information cannot be modified

5. Verify all information is correct before proceeding

6. Click "Create a user" to complete the process

7. Share the new user code with the team member you've added

Security Features

All Holdings accounts include:

• Advanced authentication options

• Role-based access controls

• Money Movement Controls for transaction approvals

• Virtual cards for enhanced fraud protection

As part of our commitment to security, we recommend all users update their profile with a mobile number during their first login for additional account verification options.

Take the first step toward financial success by creating your Holdings account today and discover our complete financial operating system for SMBs, featuring high-yield accounts with up to 3% APY, fee-free banking, and integrated accounting tools.