For liability reasons, some companies may require more than one individual to be on file for banking.

You can add as many individuals as you want in regards to banking.

To do so, you'll go into Banking from the dashboard. To the right of where it says Management and Ownership, you'll press Add New

Fill in as much details as you can about the individual and press Save. That's it!

Note: This only applies to Organization accounts and there can only be one main representative on an account. The representative can always be changed to another individual.

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