View and update payments account information

The payments account overview provides a centralized view of the information relating to your connected payment processing option, either HubSpot payments or Stripe.

Use the payments account page to view associated fees, account information, and transaction limits, as well as update the payments account representative, business, personal, and bank account details.

If you want to disconnect your payment processing option, learn more about disconnecting HubSpot payments and Stripe.

View and update payments account details for HubSpot payments

If HubSpot payments is set up, the account page displays associated fees, business details, contacts, and bank information. These details are added when setting up HubSpot payments.

Update HubSpot payments account information

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments Account.
3. Click to expand the Account information section.
4. To update your business type and business structure, click Edit under Business type. In the right panel:
   • Click the Business type dropdown menu and select a type.
   • Click the Business structure dropdown menu and select a structure.
   • Click Save.
5. To update your legal business name, doing business as name, Employer Identification Number (EIN), business address, or business website, click Edit under Business details. In the right panel:
   • In the Legal business name field, enter your legal business name.
   • In the Business name (Doing Business As) field, enter your business name.
   • In the Employer Identification (EIN) field, enter your Employer Identification Number.
   • In the Business address fields, enter your business address.
   • In the Business website field, enter your business website.
   • Click Save.
6. To update your statement descriptor:
   • Click Edit under Public details.
   • In the right panel, in the Statement descriptor field, enter the statement descriptor. The descriptor will appear on buyers' bank statements when they make a purchase.
   • Click Save.
7. To update or remove the account representative (the person who has authority to represent your business):
   • To select or add a representative, click Choose next to Change account representative. In the right panel:
     • Select an individual from the list, or click Add someone new.
     • Click Update representative.
     • Add the legal name and email address of the new representative and click Add. Your business will need to verify the account representative within seven days, otherwise payouts may be paused.
   • To remove an existing representative, click Edit under Management and ownership. In the right panel, click Remove as account representative. Click Remove as representative. You must verify a new account representative within seven days, otherwise payouts may be paused.
8. To update your personal details, Click Edit under Management and ownership. In the right panel:
   • In the Legal name fields, enter your first and last names.
   • In the Email address field, enter your email address.
   • In the Date of birth field, enter your date of birth.
   • In the Home address field, enter your personal address.
   • In the Phone number field, enter your personal phone number.
   • In the Last 4 digits of Social Security number field, enter the last four digits of your social security number.

Update HubSpot payments public business information

To update public business information, including your support phone number and email address:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments Account.
3. Click to expand the Public business information section.
4. Click Edit under Public business information. In the right panel:
   
   • In the Support phone number field, enter your support phone number.
   • In the Support email field, enter your support email address.
   • Click Save.

Update HubSpot payments bank account details

To update the bank account that receives payments:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments Account.
3. Click to expand the Bank account details section.
4. Click Edit next to Bank account details. Click Continue to update.
5. If prompted, submit authentication through the HubSpot app or another authentication method. In the right panel:
   • In the Account holder name field, enter the account holder name.
   • In the Account number field, enter your account number.
   • In the other field, enter your routing number or sort code.

Update HubSpot payments point of contact

To update the payments point of contact:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments Account.
3. Under Account Overview, in the upper right, click Actions, then select Edit point of contact.
   
   
4. In the right panel, in the POC email field, enter the email address of the new point of contact, then click Save.

Request a transaction limit increase for HubSpot payments

HubSpot payments has transaction limits, depending on the payment method used. Learn more about transaction limits. To request a transaction limit increase:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments Account.
3. Under Account Overview, in the upper right, click Actions, then select Request a limit increase.
   
   
4. In the right panel:
   • In the Email for the person to contact field, enter the email address of the individual who should be contacted about the limit increase.
   • In the Expected maximum single transaction size field, enter the maximum single transaction you expect to collect.
   • In the Expected maximum monthly volume field, enter the maximum monthly volume. The maximum monthly volume refers to the highest total amount (in your currency) you expect to collect from all transactions combined, in any single month.
   • In the Briefly describe the reason for the limit increase field, enter the reasons for the limit increase request.
   • Select the HubSpot Payments Terms of Use and underwriting agreement checkboxes.
   • Click Request an increase. The HubSpot underwriting team will review the information provided. A HubSpot representative will contact you within two to three business days.

View and update payments account details for Stripe

If Stripe is connected as the payment processing option, the account page displays associated fees, business details, contacts, and bank information. These details are added when setting up HubSpot payments. Use the payments account page to review your current account details or update them.

Update Stripe account information

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments Account.
3. Click to expand the Account information section.
4. To update your business type:
   • Click Edit under Business type.
   • In the right panel, click the Business type dropdown menu and select a type.
   • Click Save.
5. To update your industry, business website, or product description, click Edit under Professional details. In the right panel:
   • Click the Industry dropdown menu and select an industry.
   • In the Your website field, enter your website URL.
   • In the Product description field, enter a product description.
   • Click Save.
6. To update your public details including the statement descriptor that displays on buyers' bank statements and your support phone number, click Edit under Public details. In the right panel:
   • In the Statement descriptor field, enter a statement descriptor. In the Shortened descriptor field, enter a shortened statement descriptor. The descriptor will appear on buyers' bank statements when they make a purchase from you. A shortened descriptor takes preference over the Statement descriptor field.
   • In the Customer support phone number field, enter your support phone number.
   • Toggle the Show phone number of receipts and invoices switch on to display your support phone number on receipts and invoices.
   • Click Save.
7. To update your personal details, click Edit under Personal details. In the right panel:
   • Click Edit in the upper right.
   • In the Your legal name fields, enter your first and last names.
   • In the Email address field, enter your email address.
   • In the Date of birth field, enter your date of birth.
   • In the Home address field, enter your personal address.
   • In the Phone number field, enter your personal phone number.
   • Click Submit.
8. To update the bank account that receives payments, click Edit under Payout details. In the right panel:
   • Click the Currency dropdown menu and select a currency.
   • Click the Country of bank account dropdown menu and select a country.
   • Enter your bank details (e.g., account number, sort code, routing number, IBAN).
   • Click Save.
9. To edit the email address associated with your Stripe account, click Edit in dashboard under Authentication. You'll be redirected to your Stripe settings to update your email address.