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.
Add members to an organization
Enroll members in benefits
Link a bank account to an organization’s benefit plan
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
Set up a benefit for a new employer