Setup Finance Settings
Using the Organization Finder widget on your dashboard click Finance →“ Settings ”. This will bring you to a page where you can see the button that says “setup account” Click on this and it will direct you to the Stripe setup page.
- Select the type of account you want.
- Fill out all business information
- Legal Business Name
- Employee Identification Number
- (Optional) Organization Name
- Registered Business Address
- Business Phone Number
- Industry
- Business Website
- Hit Continue
- Legal Name
- Email Address
- Job Title
- Home Address
- Phone Number
- Social Security ( or upload an ID instead)
- Hit Continue
- Review Information
- Hit Submit
Your account will be set up within the next 5 days!
Any questions along the way feel free to Contact Us for help.
Make sure to set up your Payout accounts as well
- Add Deposit Account
- Debit Card for instant payouts ( if wanted)