Health Wallet Support

Learn how to restrict an organization’s investments for compliance with FINRA Rule 3210.

Restrict an organization's investment products

You can set a custom investment threshold for organizations and their members. Learn how here.

Set a custom investment threshold for an organization

Set copay matching rules for your organization

Learn how to set up unique settings for an organization

Customize organization settings

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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