How do I create or link a Stripe Connect account for ACH payments?

Navigate to Company Settings

• Go to the Company Settings > Option Exercise tab.

• You can enable email notification for option exercise events by switching on the toggle. This will send emails to the company administrators and stakeholders when an option exercise request is created, approved or rejected

Start the Stripe Connect Linking Process

• Enable the ACH payments for option exercises toggle

• Accept the terms and conditions for usage and click Connect now

• Select to create a new Stripe account or link an existing one and click "Submit".

• Only "Standard" Stripe accounts in the U.S. with currency USD can be created or linked

Complete the Stripe Onboarding Flow

• You will be redirected to Stripe’s secure onboarding page or linking page.

• If creating a new Stripe account , enter all required company and banking information as prompted by Stripe. Follow the instructions to complete the setup and verification process.

• If linking an existing account, you will need to enter an email address associated with that Stripe account and authenticate with the Stripe platform

Confirm Account Setup

• Ensure your Stripe account has ACH Direct Debit capability enabled.

• Once onboarding or linking are complete, you’ll be redirected back to the platform.

• The Stripe account status will update to show it is linked and active.

• If the account is not fully activated, a “pending” status will be displayed, and any linking issues will be highlighted on the page

Stripe Account Management

• You can remove the linked Stripe account from the Option Exercise settings page if needed, but only if there are no payments due or processing.

• Removing the account will disable ACH payments and existing pending or future exercise requests will require manual payment tracking