In this article, we will show you the step-by-step process of managing and editing your banking.
How to edit your Organization Entity Information
1. Login to your Trellis account.
2. On your Dashboard, click Banking.
3. Under Organization Entity Information, click Edit.
4. Edit Organization Entity Information and click Save.
How to Edit an Individual from Management and Ownership
1. Under Management and Ownership, select the individual you want to update and click Edit.
2. Edit the individual's information and click Save.
How to Add an Individual from Management and Ownership
1. Under Management and Ownership, click Add Individual.
2. Add the information of the new individual and click Save.
How to change your Account Representative
1. Click Edit beside the current representative.
2. Untick the "Representative" role and click Save.
3. Select or add the individual you want to be the new representative and click Edit.
4. Tick the "Representative" role and click Save. 
Pro Tips:
1. Make sure you add a personal identification document because Stripe requires the new representative to be verified.
2. You cannot transfer the representative role if the current representative is not verified. Make sure the current representative uploads their ID first before transferring the role.
3. If you require assistance in adding a lottery account and designating the general account as the recipient of non-raffle funds, please this link for further guidance.
Now that you have learned how to manage and edit your banking, it is important to ensure that you have the correct verified representative. This will allow you to effortlessly receive online payments and payouts from 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.