Setting up Stride User Accounts
Setting up Stride User Accounts
Setting up Stride User Accounts
Setting up Stride User Accounts
Stride may need to access a variety of accounts in order to obtain information necessary to perform the agreed upon services.
Such accounts may include, but is not limited to:
BANK - all business accounts
CREDIT CARDS- all business accounts
Paypal
Payroll Account
401k submit login
It is our best practice to have you set up Stride with our own account access. This will allow for you to assign appropriate rights and access. Each institution may have different instructions and we have provided some specific links below.
When assigning access to Stride, please use the following basic account details
Primary Email: accounting@clientdomain
Name (FN,LN): Stride Services
When required for 2FA, use this secondary email and phone number.
Email: security@stride.services
Phone: 415-209-5835
Specific Institution Instructions:
Specific Institution Instructions:
Airtable - how to use views, filters and grouping
Airtable - how to use views, filters and grouping
Banks Recommendations
Banks Recommendations
The banks below are working the best for Stride Clients:
First Republic Bank
Chase (a bit tricky to set up 2FA)
BoFA (be mindful when setting up Stride user profile, there are different permission settings)
SVB
The Science Behind Strong Customer Relationships
The Science Behind Strong Customer Relationships
Really interesting article from Front.
Stride Enneagrams
Stride Enneagrams
Enneagram Reference Guide
Enneagram Reference Guide
For Stride Team
Take a moment to learn more about our team and maybe yourself! Find quick details about each Enneagram below. If you click the hyperlink it will take you directly to the Enneagram website to learn more details about each type. You can also scroll to the bottom to find out the enneagram numbers for our team members!
The Rational, Idealistic Type: Principled, Purposeful, Self-Controlled, and Perfectionistic
Ones are conscientious and ethical, with a strong sense of right and wrong. They are teachers, crusaders, and advocates for change: always striving to improve things, but afraid of making a mistake. Well-organized, orderly, and fastidious, they try to maintain high standards, but can slip into being critical and perfectionistic. They typically have problems with resentment and impatience.
At their Best: wise, discerning, realistic, and noble. Can be morally heroic.
Basic Fear: Of being corrupt/evil, defective
Basic Desire: To be good, to have integrity, to be balanced
Key Motivations: Want to be right, to strive higher and improve everything, to be consistent with their ideals, to justify themselves, to be beyond criticism so as not to be condemned by anyone.
The Caring, Interpersonal Type: Generous, Demonstrative, People-Pleasing, and Possessive
Twos are empathetic, sincere, and warm-hearted. They are friendly, generous, and self-sacrificing, but can also be sentimental, flattering, and people-pleasing. They are well-meaning and driven to be close to others, but can slip into doing things for others in order to be needed. They typically have problems with possessiveness and with acknowledging their own needs. At their Best: unselfish and altruistic, they have unconditional love for others.
Basic Fear: Of being unwanted, unworthy of being loved
Basic Desire: To feel loved
Key Motivations: Want to be loved, to express their feelings for others, to be needed and appreciated, to get others to respond to them, to vindicate their claims about themselves.
The Success-Oriented, Pragmatic Type: Adaptable, Excelling, Driven, and Image-Conscious
Threes are self-assured, attractive, and charming. Ambitious, competent, and energetic, they can also be status-conscious and highly driven for advancement. They are diplomatic and poised, but can also be overly concerned with their image and what others think of them. They typically have problems with workaholism and competitiveness.
At their Best: self-accepting, authentic, everything they seem to be—role models who inspire others.
Basic Fear: Of being worthless
Basic Desire: To feel valuable and worthwhile
Key Motivations: Want to be affirmed, to distinguish themselves from others, to have attention, to be admired, and to impress others.
The Sensitive, Introspective Type: Expressive, Dramatic, Self-Absorbed, and Temperamental
Fours are self-aware, sensitive, and reserved. They are emotionally honest, creative, and personal, but can also be moody and self-conscious. Withholding themselves from others due to feeling vulnerable and defective, they can also feel disdainful and exempt from ordinary ways of living. They typically have problems with melancholy, self-indulgence, and self-pity.
At their Best: inspired and highly creative, they are able to renew themselves and transform their experiences.
Basic Fear: That they have no identity or personal significance
Basic Desire: To find themselves and their significance (to create an identity)
Key Motivations: Want to express themselves and their individuality, to create and surround themselves with beauty, to maintain certain moods and feelings, to withdraw to protect their self-image, to take care of emotional needs before attending to anything else, to attract a "rescuer."
The Intense, Cerebral Type: Perceptive, Innovative, Secretive, and Isolated
Fives are alert, insightful, and curious. They are able to concentrate and focus on developing complex ideas and skills. Independent, innovative, and inventive, they can also become preoccupied with their thoughts and imaginary constructs. They become detached, yet high-strung and intense. They typically have problems with eccentricity, nihilism, and isolation.
At their Best: visionary pioneers, often ahead of their time, and able to see the world in an entirely new way.
Basic Fear: Being useless, helpless, or incapable
Basic Desire: To be capable and competent
Key Motivations: Want to possess knowledge, to understand the environment, to have everything figured out as a way of defending the self from threats from the environment.
The Committed, Security-Oriented Type: Engaging, Responsible, Anxious, and Suspicious
The committed, security-oriented type. Sixes are reliable, hard-working, responsible, and trustworthy. Excellent "troubleshooters," they foresee problems and foster cooperation, but can also become defensive, evasive, and anxious—running on stress while complaining about it. They can be cautious and indecisive, but also reactive, defiant and rebellious. They typically have problems with self-doubt and suspicion.
At their Best: internally stable and self-reliant, courageously championing themselves and others.
Basic Fear: Of being without support and guidance
Basic Desire: To have security and support
Key Motivations: Want to have security, to feel supported by others, to have certitude and reassurance, to test the attitudes of others toward them, to fight against anxiety and insecurity.
The Busy, Variety-Seeking Type: Spontaneous, Versatile, Acquisitive, and Scattered
Sevens are extroverted, optimistic, versatile, and spontaneous. Playful, high-spirited, and practical, they can also misapply their many talents, becoming over-extended, scattered, and undisciplined. They constantly seek new and exciting experiences, but can become distracted and exhausted by staying on the go. They typically have problems with impatience and impulsiveness.
At their Best: they focus their talents on worthwhile goals, becoming appreciative, joyous, and satisfied.
Basic Fear: Of being deprived and in pain
Basic Desire: To be satisfied and content—to have their needs fulfilled
Key Motivations: Want to maintain their freedom and happiness, to avoid missing out on worthwhile experiences, to keep themselves excited and occupied, to avoid and discharge pain.
The Powerful, Dominating Type: Self-Confident, Decisive, Willful, and Confrontational
Eights are self-confident, strong, and assertive. Protective, resourceful, straight-talking, and decisive, but can also be ego-centric and domineering. Eights feel they must control their environment, especially people, sometimes becoming confrontational and intimidating. Eights typically have problems with their tempers and with allowing themselves to be vulnerable.
At their Best: self- mastering, they use their strength to improve others' lives, becoming heroic, magnanimous, and inspiring.
Basic Fear: Of being harmed or controlled by others
Basic Desire: To protect themselves (to be in control of their own lifeand destiny)
Key Motivations: Want to be self-reliant, to prove their strength and resist weakness, to be important in their world, to dominate the environment, and to stay in control of their situation.
The Easygoing, Self-Effacing Type: Receptive, Reassuring Agreeable, and Complacent
Nines are accepting, trusting, and stable. They are usually creative, optimistic, and supportive, but can also be too willing to go along with others to keep the peace. They want everything to go smoothly and be without conflict, but they can also tend to be complacent, simplifying problems and minimizing anything upsetting. They typically have problems with inertia and stubbornness.
At their Best: indomitable and all-embracing, they are able to bring people together and heal conflicts.
Basic Fear: Of loss and separation
Basic Desire: To have inner stability "peace of mind"
Key Motivations: Want to create harmony in their environment, to avoid conflicts and tension, to preserve things as they are, to resist whatever would upset or disturb them.
OUR STRIDE TEAM
OUR STRIDE TEAM
Get to know our team a little better!
Erika Lubo
Haydee Gabriel
Minette Cruz
Candace Panagiotides
Casey Seaborn
Edith De Guzman
NA
Charisse Sy
Shelby Thompson
Christina Bayona
Guen Dionela
Jamaica Manuel
Mark Dela Cruz
Chelsea McFarlane
Sheryly Nagbuya
Christian Roy Largado
Lanny Pitajen
NA
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