Manage individual accounts

You can use the Connected accounts page in your Dashboard to inspect, support, and better understand your platform’s connected accounts.

Create accounts

This feature allows you to onboard and test connected accounts without writing code. The user creating the account must be an Administrator or Developer, and the platform must have a completed platform profile.

To create a new connected account, click the + Create button on the Connected accounts page. If needed, click Edit to configure the account details. The available details depend on the account type or configuration.

If Stripe Dashboard access is Express or full, clicking Continue or Create generates a one-time link for you to send to the account holder to complete the onboarding flow. After the account successfully connects, Stripe notifies you by email. If Stripe Dashboard access is None, clicking Create creates the account immediately, after which you can finish onboarding it on the Account details page.

Create an account in the Dashboard

Find accounts

To find a specific connected account, you can search in the Dashboard using criteria such as its name, email, or metadata. Alternatively, you can view a list of accounts on the Connected accounts page and click an account to open its Account details page.

If the Actions required list appears at the top of the Account details page, then you or the connected account must take action to prevent or remove restrictions on the account’s capabilities. Such restrictions can result from open onboarding, verification, or risk requirements. If the Actions required list doesn’t appear, then the account’s capabilities don’t require any action.

View the Dashboard as a connected account

To view the Stripe Dashboard from the perspective of the connected account, click the overflow menu () and select View Dashboard As. For connected accounts that don’t access the full Stripe Dashboard, such as Express and Custom accounts, you still see the full Stripe Dashboard. In those cases, what you see isn’t an exact representation of what the connected account sees. This feature works by passing the connected account ID as the stripe-account-header on requests made from the Stripe Dashboard, similar to making API calls on behalf of connected accounts.

View and unblock support cases

A connected account’s details page contains a list of support cases raised by the connected account. You can help unblock those cases by providing additional context. To see the list, select the Overview tab and scroll down to the Support cases section.

You can view support cases from the last 90 days created by any connected account that has access to a Stripe-hosted Dashboard, with the following exceptions:

• Connected accounts that are, or have been, connected to multiple platforms
• Connected accounts that are also platform accounts
• Connected accounts that have opted out of sharing their cases

Click any conversation in the Support Cases section to open the support case details page containing the detailed conversation between the connected account and Stripe.

If you have additional context that could help Stripe resolve the issue, use the Send Stripe Support an email form on the right side of the page. The connected account doesn’t see emails that you send using this form.

Manage a support case

Identify and remediate issues with required actions

If the account requires any action to prevent or remove restrictions, the action appears in the Actions required list at the top of the Account details page. Each list entry corresponds to an outstanding account requirement or Stripe information request, and displays its due date, status, and any capabilities it can affect.

When the list contains multiple actions, it orders them by status:

1. Information request from Stripe
2. past_due requirement
3. currently_due requirement
4. future requirement
5. eventually_due requirement

Clicking a requirement opens a requirement details page with more information, including any errors and possible remediation paths. To take action, click one of the paths.

Available paths depend on the requirement and the account type or configuration. They can include submitting information on behalf of the account, sending the account a link that they can use to submit information, or contacting Stripe Support.

Submit the information

Depending on the issue type, this path opens a dialog or form where you can enter and submit the required information.

Send a remediation link

This path generates an account-specific remediation link that you can copy and send to the account. The link takes them to a page where they can submit the required information.

For more information about remediation links, see the remediation link process walkthrough.

Contact Support

To remediate some issues, you must contact Stripe. This path opens a pre-filled form that you can use to submit a ticket to Stripe Support.

Update account information

The capabilities of connected accounts change over time depending on their verification status. If your platform is responsible for collecting updated information from your connected accounts (including Custom accounts) when requirements change, your responsibilities can include the following:

• Update the account information, contact information, and business details in the Profile section of the Account details page.
• Update the payout schedule in the Money movement section of the Account details page.

Managing business owners

You can add, edit, and remove business owners in the Personal details section of the Account details page.

• To add a new owner, click + Add person.
• To edit an existing owner, click the overflow menu () next to that person and select Edit owner. You can edit their personal details as well as their professional details, such as their ownership of the business or status as its representative.
• To remove an existing owner, click the overflow menu () next to that person and select Remove owner. You can’t undo this action.

Update capabilities

You can manage an account’s capabilities by clicking Edit in the Capabilities section.

Manage connected account capabilities

Send funds

Funds sent to connected accounts come from your platform’s balance. You can add additional funds to your balance by clicking Add to balance in the Balances section.

To execute the transfer, go to your Balances section and click the Transfers tab. Click New to open the dialog for sending funds to connected accounts.

For accounts where your platform is liable for negative balances (including Custom and Express accounts), you can send money directly to a connected account’s bank or debit card. To send funds, a user must have at least Administrator privileges.

Pull funds

For accounts where your platform is liable for negative balances (including Custom and Express accounts), you can pull money from a connected account’s Stripe balance directly to your platform balance. To pull funds, a user must have at least Administrator privileges.

To pull funds from a connected account, click Pull funds on the Account balances page for the individual connected account.

Using Account Debits to pull funds requires getting legally binding consent from your connected accounts. This feature is available in Canada, Europe, Hong Kong, Japan, New Zealand, and the US. Stripe supports Account Debits only when both your platform and the connected account are in the same region (for example, both are in Japan).

Using Account Debits incurs an additional cost.

Remove accounts

You can remove and disconnect from your platform any connected account that has access to the full Stripe Dashboard. A removed account no longer appears in your connected accounts list, and you can’t process payments or make API calls for it. You also permanently lose any platform-controlled settings on the removed account, even if the account reconnects later.

To remove a connected account, click the overflow menu () on the top right of the account details page, then select Remove account.