Hello, I would love to be able to group my cash management accounts to a property portfolio so my business partner can see and use cash accounts within our shared portfolio.
Sometimes you need to pay a bill, send a wire, etc. and the person with the account is not available. Would be huge for my business partner to be able to jump in and get it done.
Shared features I want:
Be able to wire from the acct.
Transfer personal funds into account via ach
Mobile deposit to account (when available)
Thanks!