Manage individual accounts

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

Create accounts

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

To create a new account, click the + Create button on the Connected accounts page, then select the account type and country.

For Stripe Dashboard access, select Express or Standard to generate a single-use link for the account holder to complete the onboarding flow. After the account successfully connects, Stripe notifies you by email. Select None to create the account immediately, then complete 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.

The Activity section at the top of the Account details page can include an Actions required list. If the list appears, 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.

View the Dashboard as a connected account

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

View support cases your connected accounts have opened with Stripe and help unblock those cases by providing additional context.

The Activity section of a connected account’s details page contains a list of support cases raised by the connected account.

You can view support cases from the last 90 days created from any connected account with access to either the full Stripe Dashboard or Express Dashboard. Connected accounts with Stripe Dashboard access who have the following exceptions are not included:

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

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

You can use the Send Stripe Support an email functionality for an existing support case to privately add any additional context that would help Stripe resolve the issue. These messages aren’t visible to the connected account.

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 a requirement, future_requirement, or information request from Stripe, and displays its due date and any capabilities it can affect.

The Due Date is the current deadline of the corresponding requirement. The following table describes the action statuses.

When the list contains multiple actions, it orders them by priority. For example, an overdue requirement appears before a currently due requirement.

Clicking a requirement opens a requirement detail page with more information about the requirement, 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. 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 window 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 a connected account (including Custom accounts) when requirements change, you can:

• Update its account information, contact information, and business details in the Profile section of the Account details page.
• Update its payout schedule in the Overview tab of the Activity section under Account balances.

Change the account representative

You can call the Accounts API to change the account representative. For more information, see the required verification information page.

Managing business owners

You can add, edit, and remove business owners on the Account details page. To add a new owner, click + Add owner. To edit an existing owner, click the overflow menu ().

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 window 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

You can pull funds from connected accounts using the Pull funds button in the Account balances section.

Pull funds from a connected account

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. Pulling funds is restricted to users with at least Administrator privileges.

Remove accounts

Remove a connected account

You can remove and disconnect any connected account with access to the full Stripe Dashboard from your platform. 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 lose any platform-controlled settings on the removed account, and they aren’t reinstated if the account reconnects later.

Removing an account only disconnects it from your platform. It still functions as a normal Stripe account.