Creating Connected Accounts

This guide will walk through the steps to create Connected Accounts. Connected Accounts are used when a Stripe Connected Account is being linked to a Campaign.

What’s on this page

1 Logging in to Stripe
2 Finding Connected Accounts
3 Creating a New Connected Account
4 Setting up the Connected Account
5 Updating the Business Information
6 Adding a Representative
7 Adding a Bank Account or Credit Card
8 Viewing the Connected Account
9 Linking a Connected Account to a Campaign
10 Related articles

Logging in to Stripe

First, log in to your Stripe account to access the Connected Accounts page. You can access Stripe here or by going to stripe.com.

Note: if already logged in, simply click on the dashboard button.

Finding Connected Accounts

To find Connected Accounts, look along the left side of the screen of your dashboard.

Creating a New Connected Account

To create a new Connected Account, click on the Create button near the top right of the page.

Setting up the Connected Account

Under Account Type, select Custom. For Country, select the country in which you reside in. Under Capability, select Card payments and for Business Type, select Company.

Updating the Business Information

To update the business information, click the Edit button on the Missing Business Information notification on the top of the screen.

Enter the details in their respective fields and click Save at the bottom of the page when ready.

Adding a Representative

To add a Representative, click the Add button on the notification on the top of the screen.

Select Add new person and click Next. Fill in all the required fields and press Save.

Note: under the Role field, an Executive must be chosen.

Adding a Bank Account or Credit Card

To add a Bank Account or Credit Card, click the Add account button on the notification on the top of the screen.

Fill in the required fields and press Add at the bottom of the screen.

Viewing the Connected Account

Once completed, the Connected Account screen should show that the connected account is Complete and ready.

Linking a Connected Account to a Campaign

To learn how to link a Connected Account to a Campaign, click here.