How can a renter add their bank account on Cozy?

(For renters)
You can add a checking account for ACH transfers in two ways: using your online login (only available for some financial institutions), or manually by typing in your bank account and routing number.

How to add a new checking account with your online login

From your Payments page (https://home.cozy.co/app/#!/payments/) you can set up your payments for the first time with your landlord, add a new account or edit your paying account anytime.

1. Click 'Make a payment', 'Set up auto pay', or 'Edit Auto Pay' (if it's already set up) to add your account for payments

2. Select an account to 'Send From' or select "Add a New Account"

3. On the next page, select "Checking account"

Connecting a bank account using the online banking credential portal on the Add an account page

4. Search for your bank in the search field, and select it (if it isn't, proceed to the "add a checking account manually" section below)
5. Enter the username and password you use to access online banking for that bank account


How to add a checking account manually

1. Select "Checking account"
2. Click the "use your account and routing numbers" link in bolded text
3. Fill in your checking account and routing number, and click "Add Checking Account"
4. Wait 1-3 business days for small verification deposits to post to your account
5. Follow this guide for verifying your account: How do I verify my bank account?

Manually adding a checking account on Cozy on the Add an account page

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