When using Expo Pass for your Registration (paid events) and/or Exhibitor Lead Retrieval, you will need to set up a Merchant Agreement with banking information. This establishes a Stripe Account to process your credit card payments (only the Event Owner on the event can do this).
Below you will find the 2 options:
Connect Your Own Stripe Account: This requires additional steps to connect to your event. You should reach out to your Success Manager for this option.
Expo Pass can only support US Based Stripe Accounts.
Expo Pass Merchant Agreement
When choosing to use Expo Pass's Stripe Connect account through our Merchant Agreement, the Event Owner must be the person logged in and filling out the agreement.
Click on Registration - Start Merchant Agreement
Agree to the terms and click Next:
On the Identity Verification section, you have two options - select the most appropriate for your needs:
COMPANY ACCOUNT
INDIVIDUAL ACCOUNT
Now enter your Bank Account Information:
Bank Account Number
ABA Routing Number
Once you have completed all of the steps above, Your Merchant Agreement Status will appear on your Expo Pass Registration page as Approved:
Reasons it will still be in Not Started status after completing the Merchant Agreement:
The person filling out the Merchant Agreement was not the Event Owner
Funds may get stuck after the fact if:
The name of the business doesn't exactly match the EIN/TIN on file with the IRS. This needs to be entered exactly (no abbreviations) to avoid issues.
Connecting Your Personal Stripe Account
If you already have a company or personal US Based Stripe Connect account, there are steps that can be taken to connect it directly to Expo Pass.
If this is an option that you would like to explore, please reach out to your Success Manager for more information.
