Using the Same Email for Multiple Holdings Accounts

Managing finances for multiple businesses doesn't have to mean juggling multiple logins. Holdings makes it easy to connect several business accounts to a single email address, giving you a streamlined way to manage all your companies from one dashboard.

How to Add Another Company with the Same Email

1. Log In to Holdings:

• Access your account at holdings.io

• Use your existing email and password or Google SSO

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

• Complete the application for your new business

• Submit your information for review

4. Manage Multiple Accounts:

• Once approved, switch between companies without logging out

• All accounts remain tied to your single email address

• View and manage each company's finances separately

Want a full overview of Holdings' business banking features?
Check out Introducing Holdings: The Complete Financial Operating System for SMBs.

Benefits of Multiple Accounts Under One Email

• Simplified login: One email, one password, multiple businesses

• Easy switching: Toggle between accounts in seconds

• Streamlined oversight: Monitor all your ventures from a single dashboard

• Enhanced organization: Keep finances separate while maintaining visibility

• Fraud prevention: Create dedicated accounts for different business functions

For more on managing multiple accounts and security:
See How to Create and Manage Multiple Holdings Accounts for Better Financial Organization and Fraud Prevention and Enhancing Security with Multi-Factor Authentication at Holdings.

Managing User Permissions Across Accounts

If you need team members to access multiple company accounts, you can set different permission levels for each business:

• SuperAdmin: Full control of all company settings and users

• Admin: Manage day-to-day finances and some user settings

• Member: View-only or limited transaction abilities

• Bookkeeper: Specialized access for accounting professionals

Learn more about roles and permissions:
Explore Understanding Roles and Permissions in Holdings and How to Invite Team Members and Manage Roles in Holdings.

Related Resources for Business Banking

• How Holdings Offers $3M FDIC Insurance: 2025 Update

• Business Banking Fees Explained: How Holdings Keeps It Simple

• Implementing Internal Controls in Holdings

• Creating a New User in Holdings: Updated Process for 2025

Questions about managing multiple accounts? Contact Holdings support for fast, friendly assistance.