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Home /  Customization , Troubleshooting / How to Link or Relink a Bank Account in

How to Link or Relink a Bank Account in Rentastic

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Linking your bank account in Rentastic is a straightforward process that allows you to seamlessly manage your financial transactions within the platform. By following a few simple steps, you can securely connect your bank account and enjoy the convenience of automated payment processing and transaction tracking.

  1. Log in to your Rentastic account using your username and password.

  2. Once logged in, navigate to the ADMINISTRATION and choose Bank Accounts.

    Side menu in Rentastic highlighting the Bank Accounts section
  3. Click on the “Link Account” button on the top right corner of the page.

    Add bank feature in Rentastic
  4. When prompted, a screen will appear asking for your permission to proceed. Please note that Rentastic utilizes a service called Plaid to establish a connection to your bank account and import your transactions.

    Connected bank profile in Rentastic
  5. Next, you’ll be prompted to enter your phone number. Simply choose the option that best suits your preferences.

    Plaid pop-up in Rentastic
  6. Select your bank from the list provided or use the search bar above to find it by typing its name.

    Options of banks in Rentastic using plaid
  7. You’ll be directed to your bank’s login portal. Simply enter the necessary information accurately. Please ensure to double-check all the details provided.

  8. After successfully linking and verifying your bank account, you’ll receive a pop-up message within the Rentastic platform confirming the completion of the process.

Relinking the bank account should only be considered as a last resort if refreshing the bank account fails to resolve the issue of it not updating. Additionally, if you are relinking the bank account due to an issue with it not updating, ensure not to delete the affected bank account.

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