How do I set up my bank account in Numero?

  1. Select Contribution Forms and select SetUp Numero Processing link in the purple bar at the top of the forms page. 
  2. A new window will open, prompting you to provide your entity details, personal information, and bank account information. You must have both an Employer Identification Number (EIN)* for the entity and a Social Security Number (SSN) to confirm that a real individual is associated with the entity. Federal banking regulations require Stripe to collect both an EIN and an SSN.

    *EIN numbers are FREE through the Federal government and can be applied for at https://sa.www4.irs.gov/modiein/individual/index.jsp. If at any time you are charged for an EIN number you are likely utilizing a third-party service to apply for your EIN which is unnecessary and possibly fraudulent, cease the process immediately and apply for an EIN only at https://sa.www4.irs.gov/modiein/individual/index.jsp.

    IMPORTANT: When prompted for your email addresses, remember that you cannot reuse an address already associated with a Stripe account through Numero. If you have created a Stripe account before, you must use a new, unique email for this account in order to connect your bank. You cannot use the same exact email address as there can only be 1 account per email address. The window will pre-fill with a suggested email address which you can use, as long as it is unique.

    Most email providers (including Google and Microsoft) allow you to add a “+” and extra text before the “@” to make a distinct address (e.g., Numey+CampaignXYZ@numero.ai).

    If you have any questions or if Stripe attempts to connect to your existing account instead of letting you create a new one, please stop and contact support@numero.ai for assistance.
  3. Once this process is complete you can start accepting contributions the same day.

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