Holding Company View

The Holding Company View page lets you view and manage properly linked subsidiary companies for your holding company user.

The Subsidiary Ribbon allows you, as a holding company user, to switch to subsidiary companies as the linked subsidiary user. You can then view account information and perform transactions.

You can use the Current Day and Prior Day icons on this page to get a consolidated view of Current Day or Prior Day activity for each of your linked subsidiary companies.

If a Preferences icon is present, you can use it to access the Change Password page. This will not be available if you use token authentication.