How Does A Resident Relink Their Plaid Bank Account

The process to relink a bank account will differ depending on whether the resident is enrolled in Autopay or making a one-time payment.

Autopay

1. In the Resident Portal, navigate to ‘Auto-Payment’
2. In the Action Column, click the three dots and select delete
3. Next, navigate to ‘Payment Methods’ on the left hand side
4. Under Bank Accounts / Linked Bank Accounts click the red trash icon to delete the bank account
5. A pop up window will appear. The resident will be prompted to click OK to proceed with deleting the account
6. The resident will go back to ‘Auto-Payments and click ‘Add Auto-Payment’
7. Next, the resident will select their financial institution, either by clicking the name, if displayed, or by typing the name in the search bar
8. Once the financial institution is selected, the resident will click ‘Continue to Login’
9. The resident will be prompted to sign into their financial institution by entering their username and password.
10. After the credentials are added, they will be prompted to verify their identity via text message. The user will select ‘Get code’
11. Once they receive the verification code via text message, they will enter that in the verification screen.
12. Next, they will be guided to connect their account(s)
13. 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’

 

• Category: Managing Payments