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How to Set Up Banking

In this article, we will show you the step-by-step process of setting up your banking.

With Trellis, your supporters can easily contribute to your cause online and make payments using their credit cards through our integration with Stripe! This seamless integration enables us to automatically transfer funds to you according to the Stripe payout schedule. Follow the instructions below to start raising funds!

1. Login to your Trellis account.
2. On your Dashboard, navigate to your Banking.

3. Complete your banking information and click Submit.

Pro Tip:
If you have no business number, you can use 987654321.

4. The identity verification from Stripe will show up. Make sure you enter your Registered business address and click Continue.
5. The next screen will ask you to add the authorized person to activate the Stripe account for your organization and click Continue.

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.

6. Under the Verification summary, read through your information and make sure everything is correct, then click Confirm.

7. Back to your Banking, click Add Account under Link Bank Accounts.

8. Enter your bank account details and hit Save.

Pro Tips:

1. The format of the transit and institution number is below
Transit Number-Institution Number

2. Ensure that you enter the correct account numbers, as you will not be able to view them in their entirety or make any changes later on.

9. Make sure you don't have this red notice at the top. If you do, click here and complete the details needed by Stripe.

10. Click Edit beside your business details and make sure that all information is complete including the Business Number and hit Save.

11. Click Edit beside your management and ownership and make sure that all information is complete and hit Submit.
12. If this pops up select, Yes, submit.
13. Click Confirm under the summary to get back to your Trellis banking.
14. Your banking should be fully enabled and have no pending information like below.

Now you can start with launching your fundraiser page and raise funds! Follow this link on your guides in setting up and managing your fundraiser drivers.

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.