How do I set up an account for rent deposits?

In order to collect rent payments, you'll need to link a bank account or debit card to your Cozy account. You can add any standard checking account from any US-based bank or financial institution or any Visa or MasterCard debit card.

Here's how you get started:

1. Click on your "Banks & Cards" menu
2. Click "Add Account"
3. Select either "Debit Card" or "Checking Account" and then add your account details.

When you add your first account, you'll need to go through a short identity verification process. Even if you're going to use a business bank account, you need to enter your personal information here, not business information. You'll need to enter:

  • Your first and last name
  • Your date of birth
  • The last 4 digits of your Social Security number 
  • Your current street address
  • Your zip code

Note: Your Social Security number is only used for this verification process and is not stored beyond that. 

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