Flex banking allows you to open up to 20 checking accounts at no additional cost, giving you the flexibility to manage and organize your business finances more effectively. This feature makes it easy to separate funds for different purposes or departments within your business.
Website
Permission Levels: Admin - Full and Admin - Limited
- Log in to Your Flex Account: Access your Flex account by following this link.
- Navigate to Banking: Locate and select "Banking" from the left-hand menu.
- New Account Creation: Select the "Open Flex Account" option to start the process of opening a new account.
- Set an Account Nickname: Assign a unique nickname to your new account for easy identification. This step helps in differentiating between multiple accounts when managing various aspects of your business finances.
- Confirmation: Once you've entered the nickname, your new checking account is instantly created and ready for use.
With these simple steps, you can streamline your financial management and enjoy the benefits of having multiple checking accounts tailored to the specific needs of your business.