Setting up your bank details in Trellis is a breeze, and we'll guide you through the process step by step.
Why Do I Need to Set Up Payments?
With Trellis, your donors can easily support your cause online using credit card payments. To ensure these funds reach your account, you’ll need to set up your payment details. For more information about our payout schedule, click here.
Steps to Set Up Your Payments
- Log in to your Trellis account
- In the Main Dashboard, navigate to Payments
- Click on the Set up Stripe Connect button
- You'll be redirected to Stripe. Follow the instructions to enter your details
Pro Tip: If you do not have a business number, you can use 987654321.
Pro Tip: Stripe may require you to provide a verification ID as a security measure. This is to ensure that the person who is authorized to open the Stripe account under Trellis is a valid individual and not a bot.
5. After completing the setup on Stripe, you'll be redirected back to Trellis. Click the Add Account button in the Bank Accounts section
6. Add your bank information to ensure funds are properly directed to your account
Pro Tip: The format of the transit and institution number is "12345-123"
(the Transit Number-Institution Number).
Pro Tip: Make sure to enter the correct account numbers, as you won't be able to view them fully or make any changes later.
7. Once your bank details are added, both Payments and Payouts should be enabled
8. If you see a red banner above the Stripe Connect box, click Update to finish adding your details
Once your bank details are set up in the Payments section, you’ll be ready to raise funds on Trellis.
Did this answer your question? If not, please reach out to the Trellis Support team via the blue chat icon or email support@trellis.org.