To receive Cloud Direct Pay deposits or referral payments, you must complete your direct deposit and tax information through Stripe, our payment processor.
Steps:
Log in at clouddentistry.com/login
From the dropdown menu, navigate to Direct Deposit.
Enter your routing and account number for the bank you'd like to receive deposits. Make sure to click Save. Ensure the new account is set as the default for deposits.
Now visit the Tax Settings/Information section.
Click "Visit Stripe Verification Center."
Enter/Edit your details. Confirm & Submit. Ensure all required details, such as your Social Security number, are entered accurately.
You'll be redirected to your Cloud Dentistry account once submitted. To confirm your information is verified, you'll see a green "information verified" badge on your tax settings page, and the action required banner will no longer appear.
Identity Verification Stripe may require identity verification. Have the following ready:
A valid government-issued photo ID (passport or driver's license)
A well-lit environment for clear photos
A device with a camera (mobile works best)
Troubleshooting
If you see an "Action Required" banner after entering your info, check that your bank account is saved in the Direct Deposit section — if no external account is listed, Stripe cannot verify you.
If the Stripe verification badge stays in a pending state or "spins" for an extended time, please contact our Member Services team for further support.
If you encounter errors while entering tax information, ensure your name matches your Social Security card or other official documents.
If a red "Error" badge appears next to your bank account details, this means a deposit failed. This usually means the bank account details were incorrect.
If your bank account number was entered incorrectly, go to the Direct Deposit section, add bank details again, set it as the default, and delete the incorrect entry. Payments will automatically reprocess to the updated bank account overnight.
Each page for these updates/settings can be found in your dropdown menu.
