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Payments
Finance automation
Get started
Payments
Finance automation
Platforms and marketplaces
Money management
Overview
Get started with Connect
Integration fundamentals
Example integrations
Onboard accounts
Configure account Dashboards
Accept payments
Pay out to accounts
Manage your Connect platform
    Understand your Connect business
    Dashboard account management
    Remediation links
    Risk management with Connect
    Platform pricing tools
Tax forms for your Connect platform
Work with connected account types
HomePlatforms and marketplacesManage your Connect platform

Remediation link process walkthrough

Learn how to use remediation links to collect verification information from your connected accounts.

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Remediation links allow platform users to collect verification information from their existing connected accounts. You generate account-specific remediation links in the Dashboard, then send them to connected accounts through any communication channels, such as email, chat, in-app notifications, or support interactions. When a connected account clicks a remediation link, it takes them to a Stripe-hosted page where they can provide updated information directly to Stripe.

Note

If your connected accounts access Stripe-hosted Dashboards or an interface built with Connect embedded components, use remediation links to address updated requirements. Otherwise, configure your integration to address updated requirements using account links.

Remediation links are active for 90 days, and an account can access the same link multiple times. Before generating a link, make sure that it goes to the right individual by verifying that the account owner is set correctly. If a link expires, you can generate a new one.

Only the following user roles have permission to generate remediation links:

  • Administrator
  • Connect Onboarding Analyst
  • Developer
  • Data Migration Specialist
  • Support Associate
  • Support Specialist

Note

You can only generate remediation links in the Dashboard, not using the API. To use the API to direct connected accounts to onboarding, create Account links, which are temporary and can only be used once.

The page that a remediation link opens depends on the account’s configuration:

Connected account has access to: Remediation link opens:
A Stripe embedded onboarding component and embedded notification bannerA platform website page that contains the notification banner; configured in the platform Dashboard
The full Stripe Dashboard and no embedded onboarding or notification banner (including Standard accounts)The Account Status page in the Stripe Dashboard
The Express Dashboard and no embedded onboarding or notification banner (including Express accounts)The Stripe Express onboarding flow
No Stripe Dashboard and no embedded onboarding or notification banner (including Custom accounts)Stripe-hosted onboarding; the account holder must create a Stripe login and verify their information as the primary account owner or representative

This page walks through the process of generating and sending remediation links, and describes the experience of a connected account when they use a link.

Generate remediation links

You can generate a remediation link for an individual account or export a list of remediation links for multiple accounts.

Generate a link for an individual account

An account might have requirements that you can generate links for. If so, those requirements appear in the Actions required list at the top of its Account details page. Click an issue in the list to open the details page for that requirement.

Possible remediation paths, if available, appear as a button or dropdown menu. Generate the link by clicking Request from account.

Request information from the connected account

The remediation link appears in a dialog.

Export links for multiple accounts

On the Connected accounts page of your Dashboard, follow these steps:

  1. Filter the view to include the accounts that you want to generate remediation links for.
  2. Click Export in the upper right of the page.
  3. In the export dialog, select:
    • All columns to export all columns
    • Custom to export a subset of columns; select Remediation link and any other desired fields

Note

If we can’t generate a remediation link, it means that we don’t have enough information to verify the account. The account data in Stripe must include a primary account representative, with their full name and date of birth, and an external payout account.

Send remediation links to connected accounts

You can send remediation links by any communication channel. Because they direct accounts to a Stripe-hosted page, we recommend that when you send a link, you inform the account that you partner with Stripe for payments. That explains why your link takes them to a Stripe-hosted page.

Here’s an example of an email that a platform might use to send a remediation link:

Example of a remediation link email

Remediation link email

Understand what a connected account sees when they click a remediation link

The following example scenarios help you and your support team understand remediation links from the perspective of a connected account. Select the Dashboard that’s applicable to your connected accounts.

Note

The screenshots are representative examples that might not match the actual screens presented to your connected accounts.

For connected accounts that used hosted onboarding and have access to the Notification banner embedded component, remediation links point to the platform website page that hosts the notification banner. The banner includes information and links for the connected account to address any open issues.

Note

If the platform’s Connect settings don’t include the URL of the Notification banner component, a remediation link takes the connected account to hosted onboarding. The behavior is the same as it is for other accounts that don’t have Stripe Dashboard access.

  1. The account reviews the notification banner

Clicking the link opens the page containing the notification banner. In some cases, the account might need to log in.

The notification banner displays any outstanding tasks.

Note

The notification banner appears only if there are outstanding tasks or other notifications.

The embedded notification banner

Embedded notification banner

  1. The account addresses open tasks

The account can address a task by clicking the button in the notification. In this example, clicking Add information opens a dialog where they can enter the required information.

An information collection dialog

Information collection dialog

Handle an unverified account owner

If a connected account owner fails to verify their identity, we tell them to contact their platform and the connected account details page displays a notification banner.

The page shown when a connected account fails to verify their identity

Identity verification failure

If verification fails, verify that the account information is correct and complete. Then, reset the remediation link through the banner at the top of the connected account details page.

Failure reason Platform action
The account owner or representative has entered the wrong information four times.The banner at the top of the connected account details page requires you to acknowledge a security check before you can reset the link. Acknowledging the check allows you to reset the link four more times.
A person not listed as the account representative is trying to enter account information.Update the account representative’s name, date of birth, and last 4 digits of the SSN, and ask them to try the link again. To instead let the representative update their information directly, use the API to create and share an account link.
We don’t have enough account information (such as the bank account number or last four digits of the SSN).Add more account details, including date of birth and last 4 digits of the SSN, then ask the connected account to try the link again. To instead let the representative update their information directly, use the API to create and share an account link.
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