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Help CenterHome | Banking | Accounting | Bookkeeping | Cards | Personal | Pricing | About | Team | Press | Careers | Contact | Security | Status | Privacy Policy | Terms of Service | Cookie Policy | Electronic Disclosures | Referral Terms | AccessibilityGetting Started | Managing Money | Team & Access | Cards & Spending | Accounting & Bookkeeping | Advanced Features | Account Changes | Understanding Holdings | Security & Account Protection | Account Management | Fees, Limits & Pricing | Support & ContactSign Up for Holdings & Fund Your Account | Create New Accounts & Nicknames | How Holdings Protects Your Account with MFA | Verifying Your Business and Identity | Document Requirements for Account Approval | What to Expect After You Apply | Business Structure Requirements | If Your Application Is Denied - Next Steps | International/Non-U.S. Member Requirements | Understanding Your Routing and Account Numbers | Getting Your EIN | Reset Your Password or Recover Your Account | ACH, Wire & Internal Transfers Guide | How to Deposit Checks Using Your Phone | Where to Find Your Routing & Account Numbers | Download Statements and Documents | Why Did My Transfer Fail? | When Will I Get My Tax Documents? | Understanding Transaction Limits and Delays | How to Export Transaction Data | Common Error Messages Explained | Transfer Limits and Processing Times | Why Was My Transfer Declined? | Transaction Showing as Pending | Holdings | Missing or Incorrect Transaction | What Can Each Role Do in Holdings? | How Do I Add Team Members to Holdings? | Set Up Financial Controls for Your Team | How Do I Create and Manage Holdings Cards? | Card Lost or Stolen? Here's What to Do | How Do I Dispute a Transaction? | Debit vs Credit Cards for Business | Connect Your Payment Processor | What to Do If Your Card Is Lost or Stolen | Why Was My Card Declined? | How Do I Set Up Profit First with Holdings? | Connect Your Accounting Software | Organize Finances with Multiple Accounts | Timeline for Switching to Holdings | How Do I Close My Old Bank Account? | How Do I Update All My Recurring Payments? | Why Should I Use Holdings for My Business? | FDIC Insurance: Deposits Protected to $3M | Earn Money Referring Businesses | What Are Holdings Accounting Software and Bookkeeping Service? | How Do I Activate Holdings Accounting Software (Free)? | How Do I Sign Up for Holdings Bookkeeping Service? | What Information Do I Need to Set Up Accounting? | How Much Does Bookkeeping Service Cost? | How Does Bookkeeping Pricing Work for Nonprofits? | How Do I Use the Accounting Overview Dashboard? | How Do I Review and Categorize Transactions? | How Do I View My Chart of Accounts (General Ledger)? | How Do I Generate Financial Reports? | How Do I Schedule My Bookkeeping Onboarding Call? | What Does My Bookkeeper Do for Me? | How Do I View My Accounting Billing and Payment History? | How Do I Change My Billing Account? | How Do I Upgrade from Accounting Software to Bookkeeping Service? | How Do I Switch from Bookkeeping Service to Accounting Software? | How Do I Cancel or Reactivate My Accounting Plan? | Who Can Manage Accounting and Billing Settings? | Why Can't I See the General Ledger Page? | Common Accounting Issues and How to Resolve ThemNerdWallet Names Holdings a Top Savings Account | CFO Tech Outlook: Top Fintech Provider | Jason Garcia Named to Utah's Founder 100 | CEO Jason Garcia on EOFire: Why We Built Holdings | Jason Garcia on Distro's No Instructions Pod