Using the Same Email for Multiple Holdings† Accounts

Managing finances across multiple businesses shouldn’t mean juggling endless logins, passwords, and browser tabs. For modern entrepreneurs, traditional banking and outdated software can create a tangled network of accounts, email aliases, and disconnected tools-making it tough to stay productive and organized. With Holdings, you get a single, secure way to access all your business accounts, making your day-to-day management smoother, whether you’re handling transactions, tracking funds, or overseeing your team’s access.

Why Multi-Business Owners Need Smarter Account Management

If you’re running more than one company-a main account for your core business, a side hustle, or a holding company with multiple entities-you know the struggle. Traditional banks and legacy software force you to:

• Remember multiple passwords and usernames

• Switch between email providers or set up complicated forwarding rules

• Use different apps or web browsers for each business

• Worry about security, data backup, and user management across platforms

• Spend hours reconciling transactions and archiving messages

It’s a productivity killer. That’s why Holdings was built as a modern, web-based financial hub. You get all the benefits of integrated banking, accounting, and communication tools-without the hassle of downloading a mobile app or juggling multiple email accounts.

Seamless Business Account Access-No App, No Hassle

Holdings is all about making your financial life easier. Instead of forcing you to download an app or manage accounts across different devices, we keep it simple: everything you need is accessible through your favorite web browser, whether you’re on Windows, macOS, or Linux. Your email address is your master key-no more worrying about which credential or email alias goes with which business.

Here’s how Holdings makes multi-business management a breeze:

1. Log In to Holdings

• Visit getholdings.com in any web browser-Chrome, Firefox, Safari, or Edge.

• Enter your existing email address and password, or sign in with your Google account for quick, secure authentication.

• No need to remember multiple credentials, set up email forwarding, or use a password manager for dozens of accounts.

2. Switch Between Companies in Seconds

• Once you’re logged in, your main dashboard displays all your connected business entities.

• At the top left, click your user avatar or name.

• Select “Change Entity.”

• Instantly, you’ll see a list of all your business accounts. Just click on the company you want to manage-no separate logins, no need for a new email provider, and no extra steps.

3. Add a New Company-All Under One Email

• From your dashboard, start a new application to add another business.

• Complete the application and submit your information for review. Once approved, your new company appears in your entity list, accessible with the same email and password.

• You can now view, manage, and switch between all your businesses in seconds-keeping your finances, transactions, and communications organized and secure.

Centralized Email Management: The Secret to Simpler Business Banking

One of the biggest pain points for SMB owners is email management. Holdings solves this by letting you use a single email address for all your business accounts. Here’s why that matters:

• One login, multiple businesses: No more juggling multiple email accounts, aliases, or forwarding rules. Your single email address gives you access to every company you own.

• Easy switching: Toggle between entities instantly from your dashboard-no need to set up subdomains or worry about which account is tied to which business.

• Streamlined oversight: Monitor each company’s funds, transactions, and user activity from one place. No more hunting through different inboxes or apps for important messages.

• Enhanced organization: Keep business data and communications separate, while maintaining full visibility across your network. Archive newsletters, statements, and transaction alerts as needed for backup and compliance.

• Fraud prevention: Dedicated accounts for different business functions (like marketing, payroll, or asset management) help you spot suspicious activity and keep your organization secure.

All-In-One Productivity and Communication Tools

Holdings isn’t just about banking- it’s a full financial management tool designed to boost your productivity and keep your business running smoothly.

Integrated Accounting and Bookkeeping

• All your transactions and data flow into one system. No more exporting CSVs, switching between disconnected apps, or manually reconciling accounts.

• Our platform supports seamless integration with your favorite software tools-whether you’re using Microsoft Outlook, Apple Mail, Google Workspace, or Proton Mail for communications.

• You can easily archive important emails, newsletters, and transaction alerts for backup and compliance.

User Permissions and Roles

• Invite team members using their email address and assign them a user profile-SuperAdmin, Admin, Member, or Bookkeeper-tailored to each company’s needs.

• Set up different permission levels for each business account, so your accountant can access all your companies, while your marketing manager only sees the accounts they need.

• Manage user access and roles directly from your dashboard-no IT support or complicated business manager tools required.

Security and Authentication You Can Trust

When it comes to your business finances, security is non-negotiable. Holdings uses the latest technology to keep your data, credentials, and funds safe:

• Multi-factor authentication: Secure your login with authenticator apps, backup codes, and robust password management.

• Data privacy: All business account information is encrypted and securely stored, with up to $3M FDIC insurance for every account.

• Role-based access: Assign permissions by company and by user, so only the right people have access to sensitive data and transactions.

• Regular backups: Your data is archived and backed up for peace of mind-no more worrying about lost emails or missing transaction records.

Real-World Example: Managing Multiple Entities with Holdings

Let’s say you’re Michael Scott, managing both your personal and company accounts with Holdings:

• You log in once using your email and password-no need for multiple email providers, aliases, or forwarding rules.

• Your dashboard displays all connected entities and their balances.

• Click between companies to view and manage each business’s accounts, transactions, and activity.

• Assign your accountant as Bookkeeper on both entities, while your business partner has SuperAdmin access only to the company.

• All communications, newsletters, and statements are delivered to your preferred email address, where you can archive and organize them as needed.

• No mobile app required-everything is accessible online, anytime, from any device with a web browser.

Best Practices for Managing Multiple Business Accounts

To get the most out of Holdings’ multi-entity management features, consider these best practices:

• Use clear naming conventions: Label each business account and user profile clearly for easy identification.

• Regularly review user permissions: Remove access for ex-employees and update roles as your team changes to enhance security.

• Archive and back up data: Regularly export and archive important financial data for compliance and peace of mind.

Comparison: Holdings vs. Traditional Banking

Expanded FAQ

Can I use the same email for multiple business accounts? Absolutely! Holdings lets you manage multiple accounts under one email address, so you don’t need separate logins for each company. This is especially useful for business owners managing several entities, trading accounts, or holding companies.

How do I switch between companies? Just click your avatar or name, select “Change Entity,” and choose the business you want to manage-instantly, with no extra steps. You’ll see your funds, transactions, and user profiles update in real time.

Is my data secure? Yes. Holdings uses robust authentication, encrypted data storage, and offers up to $3M FDIC insurance for every account. You can also enable multi-factor authentication and use authenticator apps for extra security.

Can I invite team members to multiple companies? Yes, you can assign different roles and permissions for each company, ensuring everyone has the right level of access. Add your accountant, marketing manager, or trading partner as needed, and manage their access from your dashboard.

Do I need to download an app? Nope! Holdings is fully web-based. Access your accounts, manage users, and monitor transactions from any device with a web browser-no mobile app required.

How does Holdings help with fraud prevention? By allowing you to create dedicated accounts for different business functions, Holdings makes it easier to spot suspicious activity and limit exposure. Real-time alerts and role-based permissions further enhance your security.

What happens if I need to remove a user or change permissions? You can instantly add or remove users, or change their roles, directly from your dashboard-no IT ticket or bank branch visit required.

Ready to Simplify Your Business Banking?

Holdings is your all-in-one financial hub-no hidden fees, no disconnected systems, just smarter management for all your business accounts. Whether you’re handling transactions, managing user permissions, or keeping your finances organized, Holdings gives you the tools to save time, boost productivity, and keep your business network secure.

• No fees. No minimums. Just rewards for your hard work-with up to 2.0% APY.

• All-in-one financial hub: Banking, accounting, and bookkeeping-because you’ve got better things to do than juggle financial tools.

• Growth partner: Financial tools that scale with your business, from startup to success story.

• Peace of mind: Up to $3M FDIC insurance and dedicated support when you need it.

Your business hustle deserves banking that works just as hard. Holdings: one login, all your companies, zero hassle.

If you have questions about managing multiple accounts, user permissions, or security, our support team is ready to help-fast, friendly, and focused on your success.

Helpful Resources to Get the Most from Holdings

Want to learn more about how Holdings can simplify and supercharge your business finances? Check out these essential guides, tools, and insights designed specifically for SMB owners like you:

• Getting Started with Holdings
  How to Fund Your Holdings Account: Step-by-Step Guide
  How to Invite Team Members and Manage Roles
  Understanding Roles and Permissions in Holdings

• Banking Features & Fee Transparency
  Business Banking Fees Explained: How Holdings Keeps It Simple
  Free Domestic Wire Transfers: Fast, Secure, and Cost-Effective Payments
  How to Send Wires, ACH, and Internal Transfers with Holdings

• Accounting & Bookkeeping Integration
  How to Connect Your Holdings Account to Accounting Platforms (QuickBooks, Plaid, Yodlee)
  Implementing Internal Controls in Holdings
  How to Create and Manage Multiple Holdings Accounts for Better Financial Organization

• Industry-Specific Solutions
  Banking and Bookkeeping for Agencies
  Dental Practice Financial Solutions
  Nonprofit Financial Management
  Ecommerce Business Banking

• Business Growth & Insights
  Holdings Blog: Tips, Trends, and SMB Success Stories
  Comparisons: How Holdings Stacks Up Against Other Business Banks
  Customer Success Story: How Pest IQ Uses Holdings to Fuel Growth

• Support & Contact
  Contact Holdings Support
  Holdings About Us
  Holdings Pricing