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Connecting Your Bank Account for Registration or Lead Retrieval (Stripe)

Connect your bank account to your event for paid registration and/ or Lead Retrieval. Expo Pass uses Stripe with a Merchant Agreement.

Kacie Ferguson avatar
Written by Kacie Ferguson
Updated over 2 weeks ago

This article is for Event Organizers

Expo Pass uses Stripe to securely process all credit card payments for Registration and Lead Retrieval. As the Event Owner, you have two options to connect your banking info and begin receiving funds:

Both options have a 4.95% credit card processing fee, but there are some key differences between the 2 that you should consider:

  • Merchant Agreement = Payout in about 15 business days

  • Pre-Existing Stripe Account = Payout in about 1-2 business days


❗ Important Notes

  • US-based Stripe accounts only: Expo Pass cannot connect to international Stripe accounts.

  • Stripe and Expo Pass accounts are linked to the Event Owner’s email — all future events created by that owner will be automatically connected.

  • You will not see attendee data in Stripe.
    ➤ Stripe shows "Expo" with a dollar amount and timestamp.
    ➤ Full transaction details are available only in your Expo Pass Registration Transactions Report.


Option 1: Use the Expo Pass Merchant Agreement

Expo Pass works with Stripe as their Credit Card processing company. If you would like to go through Expo Pass's Stripe Connect account, you will follow the steps below to fill out a Merchant Agreement.

Important: 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. It CANNOT be an Event User.

How to Set It Up:

  1. Log in to Expo Pass as the Event Owner.


  2. Go to Registration ➜ Start Merchant Agreement.

  3. Check the box next to "I agree..." and click Next.


  4. In the Identity Verification section, choose one:

    • Company (with EIN)

    • Individual (with SSN)

  5. Use a physical street address (not a P.O. Box), and enter only numbers for your EIN or SSN (no dashes).


    ⚠️ Important Matching Requirement:

    If you choose Company, the name and EIN must exactly match what’s on your official bank documents.

    • If they don’t match, Stripe will suspend payouts until you upload an IRS verification document (SS-4 or 147C).

  6. Enter your Bank Account and Routing Number.

  7. Once submitted and verified, you’ll see an “Approved” status under Registration in Expo Pass.

    ✅ You’re now ready to accept credit card payments!



Option 2: Connect Your Existing Stripe Account

Prefer to use your own Stripe account? You can connect it directly.

  • If you go this route, you will NOT need to fill out an Expo Pass Merchant Agreement.

Important: Expo Pass only supports US-Based Stripe Accounts. We cannot process payments when connecting a foreign Stripe account to Expo Pass for Registration and/or Lead Retrieval.

Steps:

  1. Log in to Expo Pass using the Event Owner’s credentials (not an Event User).

  2. Open a new browser tab and log in to your Stripe account.

  3. In a third tab, visit this link: https://app.expopass.com/classic/connect

  4. Click “Connect with Stripe” and follow the prompts.

  5. You may be asked to verify via email or phone through Stripe.

  6. Once complete, return to Expo Pass and refresh your event screen.

✅ You’ll see “Approved” in green under Registration — you're connected and ready to go.


Optional: Enable Invoicing

Want to allow attendees to pay by check, cash, or PO?

Follow these steps:

  1. Click on Registration ➜ Enable Invoicing.

  2. Under General, toggle Invoice Payments to ON

  3. Click Save.

This adds a billing option that allows attendees to submit payment details outside of Expo Pass.


Common Mistakes to Avoid

  • Using the wrong login: Only the Event Owner can set up or connect Stripe — not Event Users.

  • Mismatched EIN or company name: Double-check that your legal business name exactly matches IRS records to avoid payout delays.

  • Expecting data in Stripe: Stripe won’t show attendee details — always refer to your Registration Transactions Report in Expo Pass.

  • Trying to use a foreign bank account: Only US-based accounts are supported.

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