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How to Add a Payment Account

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Written by Riz

Getting started with rent payments is easy! Add a payment account to securely receive funds from your tenants and manage your properties more efficiently. 🎉

Take the tour, and we'll show you how! 😄

Or, follow the steps below to securely connect your bank account and begin collecting rent through RentRedi. 👇

Access Payment Accounts dashboard

  1. From your RentRedi dashboard, click the Expand Sidebar » button.

  2. Click Payments, then select Payment Accounts.

Getting started

  1. In your Payment Accounts dashboard, click Add Account.

  2. If you already have an existing account that you would like to copy the setup from, choose Use Existing Payment Account as a Template.

  3. Or, select Create a Payment Account from Scratch to create a fresh account.

Enter Bank Info

  1. Enter your payment account name.

  2. Choose how to link your bank account:

    1. Connect Bank Account – Securely log in through Stripe for instant verification.

    2. Manually Verify Bank Account – Enter your account and routing numbers to link manually.

  3. Select the Account Type: Individual or Business.

  4. Click Save & Continue.

Enter Personal Info

  1. Enter your legal name (must match your SSN).

  2. Enter your date of birth and address.

  3. Click Save & Continue.

Enter Business Info (if account type is Business)

  1. Enter your Business Name (must match the legal name or DBA listed on your EIN/tax documents).

  2. Enter your 9-digit Employer Identification Number (EIN) as shown on tax documents.

  3. Enter your Business Address (must be a physical address).

  4. Click Save & Continue.

Complete Signature & Verification

  1. Enter your Full Public Name – this is the name that will appear on tenants’ bank statements.

  2. Enter the last 4 digits of your SSN or ITIN – required for a one-time security check. (This is a soft pull and does not impact your credit. RentRedi does not store your SSN or ITIN.)

  3. Enter your Full Name to confirm your signature.

  4. Check the box to agree to the terms.

  5. Click Save & Apply.

Done! ✅ Your payment account has been successfully saved.

💡 Important: Once your payment account has been created, make sure it's connected to your property. This ensures tenant payments are routed correctly and processed smoothly.


Need help? 💬

Contact us! RentRedi Chat Support is available 24/7! Access our Live Chat via the chat bubble in the bottom right corner of the RentRedi dashboard.

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