Set up separate Stripe accounts for your operating and trust account

You can integrate Stripe payments with both your firm's operating account and trust account by setting them up separately. This will ensure that individual Stripe accounts are used for their respective operating or trust accounts.

Table of Contents

• Getting Started
• Connect your accounts to Stripe

Getting Started

1.    Ensure you have entered your Trust Account details in Firm Settings of the triConvey Companion Site Web App.

2.    Ensure you have entered your Operating Bank Account details in Firm Settings.

Connect your accounts to Stripe

1.    Select the gear icon from the bottom-left corner of the triConvey Companion Site Web App.

2.    Select Firm Settings.

3.    Select Payment Provider from the left menu.

4.    Select Connect to with Stripe. 

Tip:  This appears for accounts that must be set up for the first time.

5.    Follow the prompts to connect your account.

6.    Repeat the above steps for the other accounts that require setting up.

Tip:  Separate Stripe accounts with separate email addresses must be created for each account you wish to connect.