Using the Same Email for Multiple Holdings Accounts

How to Add Another Company with the Same Email

  1. Log In to Holdings:

    • Access your account on the Holdings platform.

  2. Navigate to the Company Menu:

    • Click on the company icon in the top left corner.

    • Select Change Company from the dropdown menu.

  3. Add a New Company:

    • Click on Add New Company.

    • Please fill out the application for your new company and submit it.

  4. Manage Multiple Accounts:

    • Once set up, you can switch between companies without logging out.

    • All accounts will be tied to your single email address, allowing seamless management.

This feature allows you to efficiently handle multiple business accounts through one login, simplifying your financial operations.

If you have any questions or need assistance, please get in touch with Holdings support.

Disclaimers and footnotes

© 2023-2024 Holdings Financial Technologies Inc. All rights reserved. Holdings is a financial technology company, not a bank. Banking services provided by Evolve Bank & Trust, Member FDIC

Funds deposited in your Holdings account are held by Evolve Bank & Trust, Member FDIC. The standard deposit amount is $250,000 per depositor, per insured bank, for each account ownership category. Through Evolve's Sweep Program, funds may be eligible for up to $5M in FDIC insurance. Find additional information about the Sweep Program here


²Yields, fees, and asset allocations are subject to change. While the fund aims to preserve capital and maintain liquidity, it is not FDIC insured and there can be no assurance that these objectives will be met. Please see the prospectus for full details on risks and investment objectives.