Dashboard account management
Manage individual accounts

Managing individual accounts

Learn about using the Stripe Dashboard to manage connected accounts.

You can use the 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 will provide a one-time link for your user to complete the onboarding flow. You’ll receive a notification email after your user successfully connects.

If you select the Custom account type, the account will be created immediately, and you can finish onboarding on the account details page.

After the account has been created and onboarded, 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 detail page is organized into several sections.

The header section provides information about the history and current capabilities of the account, including the ability to process payments or receive funds. Administrative actions, such as rejecting an account or viewing its Dashboard, are available in the header from the overflow menu.

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

Funds can be sent 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 Administrator privileges or greater.

Pulling funds

Funds can be pulled from connected accounts using the Pull funds button in the Balance 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 Administrator privileges or greater.