Owners and money routing

How do I connect an owner to Stripe in LOXA?

Open the owner and select Connect with Stripe. Stripe creates a connected account for that owner.

LOXA Owners and money routing screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Owners and money routing workflow in your LOXA role.
  • Have the owner's legal identity and payout bank details in Stripe's hosted form ready before you begin.

Step by step

  1. Sign in to LOXA and open Owners and money routing.

  2. Open the owner and select Connect with Stripe

  3. Enter or review the owner's legal identity and payout bank details in Stripe's hosted form.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that Stripe creates a connected account for that owner.

What should happen

Stripe creates a connected account for that owner.

Open this workflow in LOXA