In this article, we will show you the step-by-step process of managing and editing your banking.
1. Login to your Trellis account
2. On your Dashboard, click Payments
3. Under Stripe Connect click Edit Account
4. This will redirect you to Stripe where you can edit your Business Details, Public Details, Management and Ownership settings. Follow the prompts from Stripe to add and adjust your details as needed.
Pro Tip: Make sure to add a personal identification document, as Stripe requires verification for the new representative.
Pro Tip: You cannot transfer the representative role if the current representative is not verified. Ensure the current representative uploads their ID first before transferring the role.Pro Tip: 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.