Your Intellitix Project Manager will provide you with a link that allows you to enter the Stripe onboarding process. Here are some important things to know before you get started.
- You will not be able to save your progress in the onboarding process. Therefore, it is recommended that you allot yourself 30 uninterrupted minutes to complete the business onboarding process.
- The onboarding process will ask you for your owner and business details. It is recommended to have the following available when you begin the process:
- Names, contact information, birthdates, and United States Social Security Numbers (SSNs) or Canadian Social Insurance Numbers (SINs) of any majority business owners
- Business tax ID number and business address
- Login information or account and routing information for the bank account that you would like to use for your payouts
- The link provided by your Project Manager generates a second link to initiate the onboarding process. This second link expires after 48 hours if not used. Once you click the link, you have a maximum of 60 minutes to complete the onboarding process. If the link expires, your session times out, you close the applicable tab/window after starting the process, or you need to restart the process for any other reason, you should use the original link provided by your Project Manager to generate a new Stripe onboarding link and restart.
Once your Intellitix Project Manager has provided you with your link, perform the following steps to enter and complete the onboarding process.
- Click the link provided by the Project Manager.
- A screen very similar to the following screenshot will display. Click the Generate Refresh URL button.
- When the screen confirms that the link is created (like in the following example screenshot), click the Continue to Stripe button.
- You will then be taken into the Stripe onboarding process. Follow the prompts to complete your business profile.