1st Security

1. Download and sign in with your business account, complete identity verification, and enable biometric login and two-factor authentication for maximum security. 2. Link your business checking, savings, and card accounts, then add team members and set roles, approval limits, and spending policies. 3. Manage daily finances by checking balances, searching transactions, depositing checks, and scheduling ACH, wire, or bill payments from the dashboard. 4. Control expenses by issuing virtual or physical cards, setting budgets and merchant limits, capturing receipts, categorizing transactions, and exporting reports to CSV or accounting-friendly formats. 5. Stay informed and protected by customizing real-time alerts, reviewing and approving payments on the go, locking cards when needed, and managing trusted devices within settings.