How to Manage and Edit Your Bank Details in Payments

Need to update your banking info? This guide will walk you through how to manage and edit your bank details through the Payments section of your Trellis dashboard.

Accessing Your Bank Details

  • Under Stripe Connect, click Edit Account.

This will redirect you to Stripe, where you can edit:

  • Business Details

  • Public Details

  • Management and Ownership settings

Follow the on-screen prompts to update your information.


 

Pro Tips:

  • Upload Personal ID: Stripe requires identity verification. Be sure to upload a government-issued ID for the new representative.
  • Verified Representative Needed: If the current representative isn’t verified, you won’t be able to transfer the role. The current rep must upload their ID first.

  • Setting Up Lottery Accounts: If you're adding a lottery account and designating the general account to receive non-raffle funds, click here for additional guidance.

 

Keeping your banking information up to date ensures you can seamlessly receive online payments and payouts from Trellis.

 

Need Help?
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.