2 Account Holders

Account holders represent legal business entities within an enterprise. For example, if an enterprise has several restaurant concepts, then an account holder can be created for each concept that is its own business entity.

When adding an account holder, its first account is also created, which becomes the default account.

Account holders must first be verified before associated accounts can be managed or before additional accounts can be added.

When an Account Holder status is Closed, then Business Email, Phone Number, and Address data are deleted.

• Add Account Holder
  Create an account holder within the enterprise.
• Verify an Account Holder
  
• Assign an Account Holder Owner
  Define which users can manage the account holder.
• Edit an Account Holder
  
• Add Business Owner
  
• Add Bank Account