FINSYNC users can create or be associated to more than one business profiles. A business profile is considered an additional company. This option can be used in situations where an individual is the owner of two or more companies and can benefit from using the same FINSYNC login to access multiple business profiles.
To create a new business profile that you control, follow the steps outlined below:
1. Mouse over the Company Profile Icon in the top-right of the screen and select Account Settings.
2. Within the Account Settings screen, select Profiles from the left menu.
3. Select + New Profile
4. Complete the required fields for your new business profile and select Save.