Welcome to Crowded Sub Accounts
Congratulations on being invited to run a Sub Account under your organization. You can now manage a fully functional Crowded account that is nested beneath your organization’s account.
But what is a Crowded Account?
We’re glad you asked! An account on our platform gives your organization access to a suite of financial management tools:
- FDIC-insured checking account for secure storage of your organization’s funds
- Digital (and physical) Visa Debit® cards to spend your organization’s funds transparently & securely
- Unlimited Collect payment links for collecting dues, donations, event tickets, merchandise, the sky is the limit!
This account allows you to easily track your organization’s cash flow, and make easy transfers with your HQ organization.
Things to note for running a Sub Account
- Your organization’s HQ account can add or withdraw funds from the Sub Account at any time.
- Your organization’s HQ account can access your account’s transaction history.
- Admins can be added and subtracted from the Sub Account at any point by the HQ admin
- Sub Account admins do not have any insight into the HQ account, or any other Sub Account
Get Started with Your New Sub Account
Hit the ground running with your new Sub Account by following these steps – complete in the order that makes the most sense for your organization!
- Add contacts to your account (see how) so you can assign them cards or share collections with them. Invite contacts
- Fund your account. This could be by an instant free transfer from your HQ org, or from your own sources. If you are funding your own account, see the options here, and make a deposit.
- Create a Collection and/or a Fundraiser (read the guide) to raise funds from your community to support your initiatives. Feel free to experiment, as you can create unlimited links! Create a Collection
- Make a purchase with your new Admin card or assign an Expense card (See our Spending Guide)