Create a link to share this account's instructions. Put it in an invoice, email, or document.
Purpose
BaseFund
Acme Corporation@acmecorp.com
SC
Sarah Chen
s.chen@acmecorp.com
Workspace
Accounts & Links
Access Log
0
Members
Team
Members join by verifying account credentials or accepting an invite. An @acmecorp.com email lets them find this org — access is earned, not automatic.
Accounts & Links
Add your bank accounts and create governed links to share instructions securely. Any team member can manage links and see who has accessed them.
Add Bank Account
New Bank Account
Account Name
Account Type
Routing Number
Account Number
Bank Name
Access Log
See every person who has accessed your banking instructions, when they viewed them, and revoke access instantly.
—
Person
First accessed
Views
Status
Members
Everyone on your team with verified access to this workspace. Members join by entering matching account credentials or accepting an invite from an existing member.
Organization Domain
@acmecorp.com
New members with this domain can find this org when signing in — but must verify account credentials or accept an invite to gain access. Access is scoped to the accounts they can prove they know.
New Governed Link
Create a link to share this account's instructions. Put it in an invoice, email, or document.
Purpose
BaseFund
Acme Corporation@acmecorp.com
SC
Sarah Chen
s.chen@acmecorp.com
Workspace
Accounts & Links
Access Log
0
Members
Team
Members join by verifying account credentials or accepting an invite. An @acmecorp.com email lets them find this org — access is earned, not automatic.
Accounts & Links
Add your bank accounts and create governed links to share instructions securely. Any team member can manage links and see who has accessed them.
Add Bank Account
New Bank Account
Account Name
Account Type
Routing Number
Account Number
Bank Name
Access Log
See every person who has accessed your banking instructions, when they viewed them, and revoke access instantly.
—
Person
First accessed
Views
Status
Members
Everyone on your team with verified access to this workspace. Members join by entering matching account credentials or accepting an invite from an existing member.
Organization Domain
@acmecorp.com
New members with this domain can find this org when signing in — but must verify account credentials or accept an invite to gain access. Access is scoped to the accounts they can prove they know.