How do I add an account for rent payments?

(For landlords)

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

Here's how you get started:

1. Click on your "Banks & Cards" menu
2. Click "Add Account" 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.