Set up a new organization
Learn how to manage benefits for an organization, like connecting bank accounts, adding new organizations, restricting an organization's investment products, and more.
By Josh and 2 others3 authors8 articles
- Add a new organization
- Add a member
- Assign a benefit program to an organization
- Connect bank account(s) to an organization
- Manage admins for organization groups, organizations, and divisions
- Enroll members in benefits
- Link a bank account to an organization’s benefit plan
- Set up a benefit for a new employer