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Payments
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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
      View all accounts
      Review connected accounts
      Manage individual accounts
      Connected account filters
    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 platformDashboard account management

Review and take action on connected accounts

View connected accounts with open risk, onboarding, or compliance requirements.

Copy page

The Connected accounts page in your Dashboard helps you monitor your account’s health. From there, you can:

  • Proactively monitor your accounts: Monitor the status of your accounts with any open risk, onboarding, or verification requirements. View any current or upcoming risk and onboarding restrictions that affect your accounts.
  • Identify the exact requirements needed: Understand an account’s status, impacted capabilities, and outstanding requirements without examining webhook logs. View clear instructions on how to resolve open requirements.
  • Filter accounts: Filter the list of accounts by volume, requirements, risk signals, and more. View the list of available filters.
  • Export a list of accounts: Download a CSV list of accounts, including remediation links that your accounts with open requirements can use to submit information and resolve issues.

View all accounts

The Connected accounts page in your Dashboard provides a list of all your connected accounts. You can see the number of accounts with a given status and sort and filter them to identify specific account groups.

The connected accounts list page showing connected accounts that need action.

To view the accounts in a particular status, select the corresponding tab:

TabDescription
AllAll connected accounts associated with the platform.
RestrictedAccounts with at least one inactive capability. These accounts have open risk, onboarding, or verification requirements from Stripe or your platform.
Restricted soonAccounts with currently due risk or compliance requirements on their account. These accounts will have a capability paused at the upcoming due date.
In reviewAccounts where Stripe is reviewing the information provided by the platform or connected account.
RejectedEvery account that has been rejected by Stripe or your platform.
EnabledAccounts in good standing with all primary capabilities enabled. Some of these accounts can have eventually due requirements. To find enabled accounts with requirements that are eventually due, filter on account status enabled and requirement status eventually due.

Note

Stripe pauses some verifications for accounts that haven’t had activity in the last 540 days. Learn more about reviewing inactive accounts.

Edit columns

In each view, you have the ability to see default columns with information such as balance, volume, important dates, information needed, and so on.

To change the columns with information about accounts, you have the ability to edit the columns in each view. This includes adding, removing or earranging columns.

Use filters to help you find important accounts

The All tab displays all accounts unless you apply a filter to search for specific accounts. In each tab, you can customize the view with filters to narrow the list of connected accounts.

Here are the filter categories you can use:

  • Account
  • Capabilities
  • Financials
  • Risk management
  • Requirements

For more information about filters, including definitions, see Connected account filters.

Note

The Total volume column displays “Unavailable” for connected accounts with Stripe Dashboard access where you don’t have platform controls enabled. Filtering by volume always excludes these accounts. You can identify these accounts by filtering the list by platform controls.

Filter for accounts requiring additional information on business model review

To enable Stripe’s services, your business must comply with Stripe’s Terms of Service regarding supported business types, products, and industries. Stripe might require additional information to determine whether we support a connected account’s business. To filter for these accounts, use the requirements filter to view additional business information or business website information.

The specific requirement appears in the Actions required section of the Connected account details page.

Export a list of accounts

To download a CSV list of all accounts in the current view, click Export in the top-right corner of the page and select the fields to include. The default export includes the following fields:

  • ID
  • Account Type
  • Business Type
  • Country
  • Connected on Date (UTC)

By default, the export includes connected accounts based on the current filtered list view. For example, to export a set of connected accounts within a specific time frame, filter for that time frame before clicking Export.

Include remediation links in the download only if you plan to send them to your connected accounts. Including remediation links increases the export time.

Use Stripe Sigma to identify accounts with open requirements

If you use Stripe Sigma, you can identify accounts that have open requirements or future_requirements. For information about querying for Connect information with Sigma, see Query Connect data.

Review individual accounts

To investigate the open requirements for an account on the connected accounts list view, click the account to open the Connected account details page with an Actions required list at the top, where you can identify specific requirements and take action. This list doesn’t appear if there aren’t any actionable requirements on the account.

A connected account's details page.

Review and appeal unsupported connected accounts

If Stripe can’t support your connected account or requires more information, you can review or submit an appeal from the Dashboard.

  1. To find these accounts, navigate to Rejected to view the date of rejection and the reason.
  2. If you want to appeal the decision, click on the account to open the Connected account details page. If there’s an option to appeal, Actions Required displays a row.
  3. Depending on the exact information required, you can:
    • Send a remediation link to your connected account so they can submit the information.
    • Submit the information yourself on behalf of your connected account.
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