How Does A Resident Link A Bank Account Via Plaid?

1. In the Resident Portal, navigate to “Make Payment” on the left hand side
2. Under Make Payment, select ‘Link Bank Account’
3. A pop up window will appear. The resident will be prompted to enter their phone number and then click on ‘Continue’
4. Next, the resident will select their financial institution, either by clicking the name, if displayed, or by typing the name in the search bar
5. Once the financial institution is selected, the resident will click ‘Continue to Login’
6. The resident will be prompted to sign into their financial institution by entering their username and password.
7. After the credentials are added, they will be prompted to verify their identity via text message. The user will select ‘Get code’
8. Once they receive the verification code via text message, they will enter that in the verification screen.
9. Next, they will be guided to connect their account(s)
10. Once the account is selected, the resident will need to agree to the ‘Terms and Conditions’ and click, ‘Connect account information’

Once connected, the resident will see the linked bank account in green under “Make Payment’

Please be aware that your property needs to be Plaid-enabled to access this feature. Contact prismasupport@prth.com to upgrade now!