Adding a Bank Account in the Broker Portal

Connecting your business bank account is an essential first step in setting up your StretchDollar health benefits. StretchDollar partners with Stripe to keep your banking details secure. Once linked, funds will be transferred directly from your business account to your employees' designated bank accounts when reimbursements are processed.

To add your bank account:

• In the left navigation, select Bank & Remittance. You'll see a Payout status card showing "Setup required" and a Set up payouts section below it.

• Click Add information to begin. This will launch the Stripe-powered setup flow.

• Once verified, you'll be taken to the Select an account for payouts screen. You can search for your bank or select it from the list of common banks displayed.
• Select your bank and follow the on-screen prompts to complete the connection.

Don't see your bank? Enter your details manually.

If your bank isn't listed in the bank selection screen, you can enter your account details manually instead:

1. At the bottom of the bank selection screen, click Enter bank details manually instead.

• An Enter bank details form will appear. Both checking and savings accounts are supported.
• Enter your Routing number and Account number in the fields provided.

Click Submit. By submitting, you authorize Stripe to debit your bank account as described in their terms.