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How to Add a Payment Account

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Written by Riz Barandino
Updated today

Need to set up a payment account? You can even set up different payment accounts for each property if needed.

Take a quick tour below, and we’ll guide you step by step!

Steps to Add a Payment Account

  1. Access Payment Accounts

    • From your RentRedi dashboard, click the Sidebar Toggle.

    • Click Payments, then select Payment Accounts.

    • On your Payment Accounts page, click Add Account.

  2. Getting Started

    • If you already have an existing account, you can copy it as a template.

    • Or, select Start a new account to create a fresh one.

  3. Bank Info Step

    • Enter your bank account name.

    • Choose how to link your bank account:

      • Connect Bank Account – Log in to your online banking securely through Stripe for instant connection.

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

    • Select the account type: Individual or Business.

    • Click Save & Continue.

  4. Personal Info Step

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

    • Enter your date of birth and address.

    • Click Save & Continue.

  5. Business Info Step (only if account type is Business)

    • Enter your legal business name (must match your EIN).

    • Enter your Employer Identification Number (EIN).

    • Enter your business address (must be a physical address).

    • Click Save & Continue.

  6. Signature & Verification Step

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

    • 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.)

    • Re-enter your full name to confirm your signature.

    • Check the box to agree to the terms.

Done! Your payment account has been successfully saved! ✅


💬 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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