Managing individual accounts

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

1. Creating accounts
2. Finding accounts
3. Inspecting accounts
4. Updating account information
5. Sending funds
6. Pulling funds

Creating accounts

This feature allows you to onboard connected accounts without writing code and to test before integrating. To create a new account, click the + Create button on the accounts overview page.

If you select the Express or Standard account type, Stripe provides a one-time link for your user to complete the onboarding flow. You’ll receive a notification email after your user successfully connects.

Selecting the Custom account type creates the account immediately, and you can finish onboarding on the account details page.

After you create and onboard the account, you can send funds to the account.

Finding accounts

The fastest way to find a specific connected account is to search for it in the Dashboard—most often, by name, email, or metadata. Alternatively, you can view a list of accounts in the connected accounts section of the Dashboard.

Inspecting accounts

The connected account details page is organized into several sections.

The Activity section provides a detailed breakdown of recent transactions on the connected account.

Updating account information

The capabilities of connected accounts change over time depending on their verification status. Custom account information can be updated in the Identity section.

You can update the payout schedule of Custom accounts in the Balance section.

Changing the account representative

You can call the Accounts API to change the account representative.

For more information, see the required verification information page.

Managing business owners

You can add, edit, and remove business owners on the connected account detail page. When viewing an account, click the + Add owner button to add a new owner, or the ••• icon to edit an existing owner. When you have connected accounts that are past due, you can use this feature to update them.

Updating capabilities

You can manage an account’s capabilities by clicking Edit in the Capabilities section.

Sending funds

You can send funds to connected accounts using the Send funds button in the Balance section.

For Custom and Express accounts, you can send money directly to a connected account’s bank or debit card. Sending funds is restricted to users with at least Administrator privileges.

Pulling funds

You can pull funds from connected accounts using the Pull funds button in the Account balances section.

For Custom and Express accounts, you can pull money from a connected account’s Stripe balance directly to your platform balance. Pulling funds is restricted to users with at least Administrator privileges.