Meet the Profit Platform

Meet the Profit Platform

Meet the Profit Platform

One seamless platform for banking1, accounting, and bookkeepinghelping you save on fees, earn more on your cash, and make every business decision with confidence.

One seamless platform for banking1, accounting, and bookkeeping—helping you save on fees, earn more on your cash, and make every business decision with confidence.

One seamless platform for banking1, accounting, and bookkeeping—helping you save on fees, earn more on your cash, and make every business decision with confidence.

  • 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

  • Invoicing and Bill Pay

    Coming Soon

  • High Yield Banking
  • Debit Cards
  • Accounting
  • Bookkeeping
  • Personal Banking
  • Invoicing and Bill Pay

    Coming Soon

  • High Yield Banking
  • Debit Cards
  • Accounting
  • Bookkeeping
  • Personal Banking

No nickel-and-diming. No hidden charges2.

No nickel-and-diming. No hidden charges2.

No fees, no fine print, no kidding. Keep more of what you earn with Holdings—no surprise charges, ever.

No fees, no fine print, no kidding. Keep more of what you earn with Holdings—no surprise charges, ever.

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.

Profit, Simplified.

Profit, Simplified.

Unlock zero-fee banking, 2.0% Annual Percentage Yield (APY)3, and powerful accounting—designed for owners who want more profit and less hassle.

Unlock zero-fee banking, 2.0% Annual Percentage Yield (APY)3, and powerful accounting—designed for owners who want more profit and less hassle.

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

Your business deserves banking you can trust

Your business deserves banking you can trust

Our commitment to products that help small businesses grow and succeed has earned trust of customers nationwide

Our commitment to products that help small businesses grow and succeed has earned trust of customers nationwide

$3M+ FDIC

Holdings covers your deposits up to three million4—twelve times the standard FDIC limit. That’s real peace of mind for businesses that think big.

$3M+ FDIC

Holdings covers your deposits up to three million4—twelve times the standard FDIC limit. That’s real peace of mind for businesses that think big.

$3M+ FDIC

Holdings covers your deposits up to three million4—twelve times the standard FDIC limit. That’s real peace of mind for businesses that think big.

Backed by 20+ banks

Your money is spread across a network of 20+ trusted banks, all managed with one simple login. More security, less hassle.

Backed by 20+ banks

Your money is spread across a network of 20+ trusted banks, all managed with one simple login. More security, less hassle.

Backed by 20+ banks

Your money is spread across a network of 20+ trusted banks, all managed with one simple login. More security, less hassle.

SOC Compliant

We meet the highest standards for security and data protection, so your business stays safe and sound. Trusted by thousands of business owners nationwide.

SOC Compliant

We meet the highest standards for security and data protection, so your business stays safe and sound. Trusted by thousands of business owners nationwide.

SOC Compliant

We meet the highest standards for security and data protection, so your business stays safe and sound. Trusted by thousands of business owners nationwide.

What makes us different?

What makes us different?

We make banking refreshingly simple, seamless, and truly supportive.

We make banking refreshingly simple, seamless, and truly supportive.

All your business finances, one simple login

All your business finances, one simple login

No more juggling logins or disconnected tools. Access banking, accounting, bookkeeping, invoicing, and bill pay—all in one secure place.

No more juggling logins or disconnected tools. Access banking, accounting, bookkeeping, invoicing, and bill pay—all in one secure place.

Banking that just makes sense

Banking that just makes sense

Our platform is built for busy business owners. Enjoy a clean, intuitive dashboard that lets you handle every banking task quickly, confidently, and without the hassle.

Our platform is built for busy business owners. Enjoy a clean, intuitive dashboard that lets you handle every banking task quickly, confidently, and without the hassle.

Get support when you need it- by text, email or phone

Get support when you need it- by text, email or phone

Questions at 7pm? Need help on a weekend? Our friendly experts are just a text, email, or call away—so you’re never left hanging.


Questions at 7pm? Need help on a weekend? Our friendly experts are just a text, email, or call away—so you’re never left hanging.


Unlimited accounts, unlimited control

Unlimited accounts, unlimited control

Open as many accounts as you need for payroll, taxes, projects, or anything else. Instantly see where your money’s going and keep every dollar organized.

Open as many accounts as you need for payroll, taxes, projects, or anything else. Instantly see where your money’s going and keep every dollar organized.

Welcome to Holdings FAQ!

Everything You Need to Know About Holdings

Everything You Need to Know About Holdings

How does the interest structure work?
Is there a cost for money transfers?
Do I need to maintain a minimum balance?
Are there any hidden fees?
How does the Sweep Program provide up to $3M in FDIC insurance?
What statements are provided?
How does the interest structure work?
Is there a cost for money transfers?
Do I need to maintain a minimum balance?
Are there any hidden fees?
How does the Sweep Program provide up to $3M in FDIC insurance?
What statements are provided?
How does the interest structure work?
Is there a cost for money transfers?
Do I need to maintain a minimum balance?
Are there any hidden fees?
How does the Sweep Program provide up to $3M in FDIC insurance?
What statements are provided?

Sign up for Hustle Handbook

Bank like you're a business

No fees. No fluff. Just the SMB news, money moves, and high-yield banking tips you actually need— delivered quick, clear and jargon-free.

Sign up for Hustle Handbook

Bank like you're a business

No fees. No fluff. Just the SMB news, money moves, and high-yield banking tips you actually need— delivered quick, clear and jargon-free.

Sign up for Hustle Handbook

Bank like you're a business

No fees. No fluff. Just the SMB news, money moves, and high-yield banking tips you actually need— delivered quick, clear and jargon-free.