Introduction
Ledgy lets you collect stakeholder bank details directly within the platform, eliminating the need for spreadsheets or email exchanges. Once you enable bank account collection in your company settings, stakeholders can submit and update their payment information themselves from their Ledgy account. You can then review all submitted details in the Stakeholder bank details operational report and export the data for downstream payment workflows such as dividends, buybacks, or other equity-related cash payments. This guide explains how to enable the feature, what stakeholders see, and how to access and export the collected information.
Typical use cases for collecting bank details
Finance and equity teams often need bank details for payouts that were previously handled manually through spreadsheets or email collection.
Common examples include dividends, sell-to-cover residuals, secondaries, and offline trading. Ledgy centralises and secures this process by letting stakeholders submit their payment information directly in the platform.
Who can use this feature
This feature is available for companies on Enterprise plans, including Public plans. If your company is on a plan that does not include this feature, Ledgy shows upgrade messaging instead of allowing access to the setting or report.
By default, Owners and Admins can use the feature. If you use custom collaborator roles, collaborators also need the relevant permissions to access the report.
How to enable bank account collection
Go to Company Settings > Stakeholder dashboard.
In the dashboard settings, find Enable bank account collection.
Turn the setting on.
Save your changes.
Once enabled, stakeholders in that company can add their bank details from their Ledgy account.
For a broader overview of this page, see How do I configure the Stakeholder Dashboard settings?.
What stakeholders see
After bank account collection is enabled, stakeholders can manage their details from their account settings in Ledgy.
Their flow is:
Log in to Ledgy.
Open Account Settings.
Find the Bank information card.
Click Add payment information if no details are on file yet.
Complete the bank details form and submit it.
If the stakeholder has already submitted payment information, they will see the saved details in the same Bank information card and can edit them later.
For a stakeholder-facing walkthrough, see How to enter & update your bank details.
Note:
There is no separate admin-side request workflow for this feature. Stakeholders can submit their bank details themselves once the feature is enabled.
If no stakeholders have submitted bank details yet, the report remains empty until data is provided.
In some public-trading setups, bank account collection may appear as required rather than optional in settings.
How to view submitted bank details
Admins can review submitted information in the operational report:
Go to Reporting > Operational.
Open Stakeholder bank details.
Re-authenticate if prompted.
Review the stakeholder-level data in the report grid.
The report includes fields such as:
Stakeholder ID
Stakeholder name
Stakeholder email
Stakeholder address
Entity type
Account currency
Account name
Account number
IBAN
Clearing system
Routing type
Routing value
Bank name
Bank country code
Transfer method
For some public company trading setups, the report can also include an Airwallex Beneficiary ID column.
Permissions and access to the report
Owners and Admins can access the feature by default.
If you use custom collaborator roles, the collaborator must have permission to View stakeholders and permission to View stakeholder bank details.
If a user can open the report but does not have an active secure session, Ledgy asks them to re-authenticate before showing the bank details.
For more background on collaborator roles, see Manage access with default and custom collaborator roles.
How reporting works
The Stakeholder bank details page uses Ledgy's reporting grid, so you can work with it in the same way as other operational reports.
You can:
Show or hide columns
Sort the grid
Apply filters
Group rows
Save useful layouts as custom views
For more detailed information on reporting and custom views, see:
How exports work
From the Stakeholder bank details report, use the Download button in the top right.
The available export options follow Ledgy's standard reporting export patterns:
All rows (groups collapsed) in Excel or CSV
Current page (grouped as seen) in Excel
All rows (groups expanded) in Excel or CSV
Exports reflect your current report setup, including the columns you chose to show and any filters or grouping you applied.
For more detail on export behaviour, see How do I export data from grids?.
Frequently Asked Questions
Can admins enter bank details on behalf of stakeholders?
Can admins enter bank details on behalf of stakeholders?
The primary workflow in the current product is stakeholder self-submission through the stakeholder's own account settings.
Where do stakeholders update their details later?
Where do stakeholders update their details later?
They return to Account > Bank information and edit the saved payment information.
Why is the report empty?
Why is the report empty?
If the feature is enabled but no one has submitted details yet, the report will not show any rows.
Why can't I open the report?
Why can't I open the report?
Common reasons are:
Your plan does not include the feature.
Bank account collection is not enabled yet.
Your role does not include the required permission.
You still need to re-authenticate before viewing sensitive data.