Managing connected accounts with the Dashboard

You can use the Dashboard to inspect, support, and better understand your platform’s connected accounts. Some common tasks supported by the Dashboard include:

• Viewing all accounts
• Creating accounts
• Finding individual accounts
• Inspecting accounts
• Updating account information
• Sending funds to accounts

Viewing all accounts provides a high-level view of your connected accounts. By default, all accounts are displayed on the accounts overview page, but you can filter by account status, balance, and other attributes. Filtering accounts is useful because it allows you to:

• View accounts that are restricted or have other issues that you can help resolve.
• View your largest accounts.
• View accounts based on their status.

The other workflows, like inspecting accounts and sending funds, are actions you can take on individual accounts. These actions are generally made after you know which accounts need to be inspected or modified.

Before viewing and making changes to accounts, learn more about the status badges displayed in the Dashboard.

Status badges

Status badges provide a quick way to understand the status of an account. You can hover over the badges to view contextual information, and you can click the status tabs to view accounts grouped by that status. Status badges include:

Restricted

Restricted means the account has payouts or payments disabled. Additional information usually needs to be collected to enable these accounts. Hovering over the status badge displays:

• Which capability is disabled (payouts or payments).
• What information is required to enable the account.

Restricted soon

Restricted soon means the account has a due date for providing additional information. Hovering over the status badge displays:

• The information that needs to be collected to keep the account enabled.
• The due date for providing the information.

Pending

Pending means the account is being reviewed or verified by Stripe. This occurs when:

• Stripe is verifying the information that was provided, such as an ID document upload.
• Stripe is performing a watchlist check against a list of prohibited individuals and businesses.
• Stripe is reviewing the account for suspected fraudulent activity.

Payouts can be enabled or disabled for accounts with a pending status and requires no action on your part. Stripe automatically updates the account’s status when the review finishes.

Enabled

Enabled means the account is in good standing, though additional information might be required if another payment volume threshold is reached. Hovering over the status badge displays:

• What information Stripe might request in the future.

In the account’s requirements hash, the array eventually_due contains at least one requirement, but payments and payouts are enabled and current_deadline is empty.

Complete

Complete means the account provided all the required information and is in good standing.

In the account’s requirements hash, the array eventually_due is empty.

Rejected

Rejected means the platform or Stripe rejected the connected account. You can hover over the badge to see the reason the account was rejected. In general, accounts are rejected if they’re suspected of fraudulent activity.

Use Platform Branding for Connected Accounts

As the platform, you can choose to initialize newly created connected accounts with your own branding settings. To do so, navigate to Connect Settings > Branding and enable Apply Platform Branding. After you enable it, all new accounts onboarding to your platform will have the same branding settings as your platform.

You can also update an existing connected account’s branding settings using Update Accounts.