How do I add an account for rent payments?
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.