This tutorial will walk candidates through the process of connecting their bank account via Stripe, ensuring that the platform can pay them efficiently.
Step 1: Log in to the Platform
We recommend connecting a bank account via the web platform. Once logged in, candidates should click on Payment in the left-hand menu.
Step 2: Navigate to Bank Connection
Click on Bank Connection in the Payment menu.
Step 3: Connect the Bank
Click on Connect your bank.
Note: If candidates see text indicating their bank is already connected but have not connected it yet, they should disregard this message and proceed with the connection.
Click on Connect your bank again to proceed.
Step 4: Enter Email Address
Candidates will now be redirected outside of the platform to start the Stripe connection process. They should begin by entering their email address.
Click on Submit to continue.
Step 5: Sign in or Create a Stripe Account
If candidates already have a Stripe account, they should enter their password.
If they do not have a Stripe account, they will be prompted to create one.
They should ensure their password is at least 10 characters long and includes a mix of capital letters, numbers, and symbols for security.
Click on Submit to proceed.
Step 6: Enable Two-Step Authentication
For additional security, Stripe requires two-step authentication.
Candidates can scan a QR code, receive a text message, or use a security code.
We recommend using a phone to receive a code via text message.
Click on Your Phone to select this option.
Step 7: Verify Phone Number
Enter the phone number.
Click on Send text.
Enter the 6-digit verification code received.
Save the emergency backup code, then click Next.
Step 8: Set Up the Stripe Account
The setup process may refer to candidates as a business. They should follow these steps to provide the correct information:
Select Business Type as Individual, then click Continue.
Enter personal details, including:
First and last name
Email address confirmation
Birthdate
Home address
Phone number confirmation
Last 4 digits of the Social Security Number
When entering the address, candidates should select the correct option from the dropdown menu.
Review all information carefully, then click Continue.
Step 9: Provide Business Details
Select Industry.
Choose Personal services from the dropdown menu.
Select Other personal services, and provide additional details in the description box.
For example, “Dental hygiene services”
Enter the platform’s website.
Provide a brief description of the work done with the platform in the Product description box.
For example, “I provide dental hygiene services at a variety of dental offices on a temporary basis”
Click on Continue.
Step 10: Connect the Bank Account
Select the bank or credit union from the list.
If it is not listed, candidates should search for it or enter the bank details manually.
Click on Agree and continue to proceed with account connection.
Click Continue to log into the bank account.
Once successfully logged in, click Next.
Select the account(s) to connect, then click Connect my account(s).
Candidates may choose to save their account with Link, but this is optional. If they prefer not to, they should click Not now.
Congratulations! The bank account has been successfully connected. Click Done to finalize the process.
Step 11: Configure Payout Settings
If multiple bank accounts are connected, candidates should select the one where payouts should be sent.
Enter a phone number as the customer support number. Stripe may use this if there are any payout issues. The candidate should enter their own phone number.
Confirm that the address is correct, then click Continue.
Stripe may prompt candidates to contribute to their climate pledge. This is optional—scroll to the bottom and select No thanks.
Review all entered information one final time.
Click on Agree and submit to complete the setup.
Candidates are all set! Their bank account is now connected, and they are ready to receive payouts from the platform.