#TimL-connect

1 messages ยท Page 1 of 1 (latest)

tawny sandal
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Hi there ๐Ÿ‘‹ yes, in a scenario like that the drivers would be Connected Accounts.

proud bronze
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Is there a way to disable onboarding steps like statement descriptors?

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Id' like to limit the onboarding process to only be what is required to allow transfers

tawny sandal
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And for clarity, what type of connected accounts are you going to be using?

proud bronze
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standard

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The driver accounts were setup as 'individual' type

brisk root
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๐Ÿ‘‹ stepping in here as toby needs to step away

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Are you using Connect Onboarding?

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As in... are you creating the accounts up front and using an Account Link, or are you using OAuth?

proud bronze
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I'm creating the accounts, and using an account link

brisk root
proud bronze
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So there is no way to not require that information?

brisk root
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Correct. It is required

proud bronze
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Can I use capabilities on the account if I have a standard connect?

brisk root
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No, a Standard Account has all capabilities

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Since it is Standard

proud bronze
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Hmm

brisk root
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If you ant to specify capabilities you use Express or Custom

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If you are only transferring funds to the account can I ask why you are using Standard?

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I would recommend Express in this case

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It gives you much more control

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And things like statement descriptor aren't required in that case

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URL or product_description will still be required because it is needed for underwriting

proud bronze
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Express costs additional money though, correct?

brisk root
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If you have pricing questions you would want to talk to our Support team

proud bronze
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Yea, express costs more. Which was the main reason for using the Standard account. It's free.

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Sounds like I need to just prefill information to prevent the user from being asked