Built for Accounting & Finance Firms
Built for Accounting & Finance Firms
Built for Accounting & Finance Firms
No hidden fees, no delays—just compliant operations, automated reconciliation, and higher returns for every client you serve.
No hidden fees, no delays—just compliant operations, automated reconciliation, and higher returns for every client you serve.
No hidden fees, no delays—just compliant operations, automated reconciliation, and higher returns for every client you serve.
Application Approved
Welcome to Holdings!
Account Funded
Funds have been added to your account!
New Card Added!
New debit card added to your account.
Welcome to Holdings Accounting!
Effortless accounting that is updated as you go.
Message from your bookkeeper
Your books are now closed and up to date—let me know if you have any questions!
Personal Account Created
Personal and business in the same place
Application Approved
Welcome to Holdings!
Account Funded
Funds have been added to your account!
New Card Added!
New debit card added to your account.
Welcome to Holdings Accounting!
Effortless accounting that is updated as you go.
Message from your bookkeeper
Your books are now closed and up to date—let me know if you have any questions!
Personal Account Created
Personal and business in the same place
1 Holdings is a financial technology company and is not a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.
1 Holdings is a financial technology company and is not a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.
What we do best
What we do best
One platform for banking, accounting, and bookkeeping
One platform for banking, accounting, and bookkeeping
Branded Invoicing
High-Yield Accounts
Controlled Spending
Real-Time Statements
Managed Expenses
Branded Invoicing
High-Yield Accounts
Controlled Spending
Real-Time Statements
Managed Expenses
Zero Fees2, More Profit. Every Dollar Counts.
Every client invoice, every retainer, every consulting payment—yours to maximize firm growth and client value.
Every client invoice, every retainer, every consulting payment—yours to maximize firm growth and client value.
2 No account or domestic transaction fees. Some foreign transaction fees may apply in limited circumstances.
2 No account or domestic transaction fees. Some foreign transaction fees may apply in limited circumstances.
Every Dollar Grows—2% APY on All Firm Funds
With Holdings, your client funds, retainers, payroll accounts, and growth reserves never sit idle. Whether it’s operating capital or trust balances, every dollar in every account earns a flat 2% APY. Open unlimited accounts to keep client money and firm cash organized—and watch your balances grow automatically.
3 Annual Percentage Yield (APY) is variable and subject to change after account opening. Rate is compounded monthly and credited monthly.
3 Annual Percentage Yield (APY) is variable and subject to change after account opening. Rate is compounded monthly and credited monthly.
2
%
APY
Banking That Grows Your Firm—Built for Accounting & Finance
Our commitment to products that help businesses grow and succeed has earned trust of customers nationwide
Our commitment to products that help businesses grow and succeed has earned trust of customers nationwide
$3M+ FDIC
Your firm’s client funds, trust accounts, and reserves are protected up to $3 million—twelve times the standard FDIC limit. Every client dollar and internal reserve is fully covered, so you can focus on advising—not worrying about bank limits.
$3M+ FDIC
Your firm’s client funds, trust accounts, and reserves are protected up to $3 million—twelve times the standard FDIC limit. Every client dollar and internal reserve is fully covered, so you can focus on advising—not worrying about bank limits.
$3M+ FDIC
Your firm’s client funds, trust accounts, and reserves are protected up to $3 million—twelve times the standard FDIC limit. Every client dollar and internal reserve is fully covered, so you can focus on advising—not worrying about bank limits.
Audit Ready
With Holdings, every transaction, client payment, and transfer is automatically tracked, categorized, and securely stored. Instantly generate audit-ready reports, keep books fully organized, and access records whenever required for compliance or client needs.
Audit Ready
With Holdings, every transaction, client payment, and transfer is automatically tracked, categorized, and securely stored. Instantly generate audit-ready reports, keep books fully organized, and access records whenever required for compliance or client needs.
Audit Ready
With Holdings, every transaction, client payment, and transfer is automatically tracked, categorized, and securely stored. Instantly generate audit-ready reports, keep books fully organized, and access records whenever required for compliance or client needs.
SOC Compliant
Holdings meets the highest standards for security and data protection, ensuring your client information and firm records stay confidential and safe. Trusted by leading accounting and finance professionals nationwide to keep client data and firm finances secure.
SOC Compliant
Holdings meets the highest standards for security and data protection, ensuring your client information and firm records stay confidential and safe. Trusted by leading accounting and finance professionals nationwide to keep client data and firm finances secure.
SOC Compliant
Holdings meets the highest standards for security and data protection, ensuring your client information and firm records stay confidential and safe. Trusted by leading accounting and finance professionals nationwide to keep client data and firm finances secure.
Welcome to Holdings FAQ!
Everything You Need to Know About Holdings
Everything You Need to Know About Holdings
Are there any hidden fees or minimum balance requirements?
Are there any hidden fees or minimum balance requirements?
Are there any hidden fees or minimum balance requirements?
Is our firm’s money insured and protected?
Is our firm’s money insured and protected?
Is our firm’s money insured and protected?
How does the 2% APY work? Do all accounts and funds earn interest?
How does the 2% APY work? Do all accounts and funds earn interest?
How does the 2% APY work? Do all accounts and funds earn interest?
Can we open multiple accounts for different clients or funds?
Can we open multiple accounts for different clients or funds?
Can we open multiple accounts for different clients or funds?
Can we issue cards tied to specific accounts or clients?
Can we issue cards tied to specific accounts or clients?
Can we issue cards tied to specific accounts or clients?
Does Holdings integrate with our accounting software?
Does Holdings integrate with our accounting software?
Does Holdings integrate with our accounting software?
Business Insights Blog
Business Insights Blog
Stay updated on the latest business insights, tips and tricks to run your business finances
Stay updated on the latest business insights, tips and tricks to run your business finances
Stay updated on the latest business insights, tips and tricks to run your business finances
Sign up for Hustle Handbook
Run Your Firm Like a Pro.
Advice and resources built for professional services leaders. From smarter billing to better client management, get the playbooks and insights trusted by top-tier agencies, consulting groups, and creative firms.
Sign up for Hustle Handbook
Run Your Firm Like a Pro.
Advice and resources built for professional services leaders. From smarter billing to better client management, get the playbooks and insights trusted by top-tier agencies, consulting groups, and creative firms.
Sign up for Hustle Handbook
Run Your Firm Like a Pro.
Advice and resources built for professional services leaders. From smarter billing to better client management, get the playbooks and insights trusted by top-tier agencies, consulting groups, and creative firms.