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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.

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