Viewing Account Information
Inviting your Team
Customize Your Account
- Adding and editing checking accounts
- Adding and editing savings accounts
- Adding a DBA to your account
- Editing checking or savings account nicknames
- Setting up your customized switching checklist
- Batch-creating checking and savings accounts
Managing Your Account
- Accessing your 1099-INT
- Understanding your available balance, running balance, and pending transactions
- Running a W-9 report
- Reordering your checking or savings accounts
- Downloading a bank verification letter (void check or direct deposit form)
- Adjusting your business ownership structure