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Team Banking: Customer FAQ
Team Banking: Customer FAQ
Brandon avatar
Written by Brandon
Updated over a week ago

What is the NorthOne team banking?

As part of this feature, you can give your other business owners access to your NorthOne Account. They’ll get their own secure logins and access to virtual and physical NorthOne cards.

You’ll be able to track spending as a team and keep tabs on finances together.

How do I invite other business owners to become admins?

To invite other business admins, login to your NorthOne Account and follow these instructions:

  1. From the left navigation, click 'Your Team' (or ‘Team Settings’ on mobile). You'll be directed to a page that will display all business owners that you registered during the Account application process.

  2. Beside each person's name, you will see a button that says 'Invite.' Click on the button and you will send an invite to the email address listed.

  3. The recipient will receive an email. Once they've followed the instructions in the email, their login credentials will be created.

What if the email address listed for an admin is no longer correct, how do I update?

Please reach out to our Customer Care team by selecting the ‘Support’ tab on your NorthOne Account, and we’d be happy to help you.

Can I add other business owners or employees not listed on the Your Team page?

You will only be able to invite people who were listed as owners during the Account application process.

What access does each owner have to the NorthOne Account?

The original owner that opened the Account will be the primary admin and have access to all the functions they do today.

Each additional owner added to the Account will be an admin, and they will have the same access as the primary admin, except for the ability to:

  • Add funds through a debit card

  • Remove the primary admin or other admins from the Account

  • Change the address or other contact information for the Account

  • Request a verification letter

  • Close the Account

Only the primary admin can remove another admin that has been added to the Account.

Can I transfer Primary Admin to another admin?

The Primary Admin role cannot be transferred.

Will other admins get a debit card once theyve been added?

Yes. Each admin added to the Account will receive their own physical and virtual debit card. Additionally, each owner can see and control (freeze, cancel, reissue) all debit cards associated with the Account.

Can I limit spending for other admins on the Account?

No. All admins have equal access to the full balance of the Account.

How do I remove an admin from the Account?

Please reach out to our Customer Care team by selecting the ‘Support’ tab on your NorthOne Account, and we’d be happy to help you.

How do transaction limits work with multiple admins and cards on the Account?

Payment and card transaction limits are shared across all admins. For instance, if you make an ACH payment of $5K from your NorthOne Account, then other admins could make an ACH payment up to a remaining $5K within the same day (i.e. because daily ACH limits are up to $10K per day).

Banking services provided by The Bancorp Bank, N.A., Member FDIC.

The NorthOne Mastercard® Small Business Debit Card is issued by The Bancorp Bank, N.A., Member FDIC, pursuant to license by Mastercard International Incorporated. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. Card may be used everywhere Mastercard is accepted.

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