Once your account opens, you can move money. The Primary Admin gets an email, and the Dashboard shows a Setup checklist with only the required steps. It goes away once they're done.
- Link a bank. A Primary Admin or Admin goes to Settings → Bank and links the bank account that money will move to and from. See How do I link a bank account?
- Set up your authenticator. Everyone who requests or approves withdrawals (Primary Admins, Admins, Bookkeepers and Approvers) needs an authenticator app. Choose Set up authenticator.
- Make your first deposit. Choose Move funds, then Deposit. Your first deposit must be at least $1,000. See How do I make a deposit?
Optional next steps: invite your team in Members, add Funds, and connect QuickBooks.
Still have a question? Email support@usedevote.com, or browse the Help Center.
