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.
9 articles
Add members to an organization
Enroll members in benefits
Link a bank account to an organization’s benefit plan
Set up a benefit for a new employer
Assign a benefit program to an organization
Connect bank account(s) to an organization
Create and manage organization administrators
Add a new organization
Generate organization reports