Manual Bank Account Verification Process

Step 1: Manual Verification Option

• After three failed attempts to verify through Finicity, the manual verification option will appear.

Step 2: Select “Manually Add Bank Account”

• Click on the option to manually add a bank account.
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Step 3: Enter Bank Account Details

• Fill in the following information:
  • Bank Account Holder Name
  • Routing Number
  • Account Number
  • Account Type
• Once all details are entered, select “Connect Account.”
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Step 4: Confirm and Save

• Review the entered information and select “Confirm & Save Account.”
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Step 5: Email Notification

• The tenant will receive an email titled “Bank Account Added – Pending Verification.”
• This email will contain information on the next steps in the verification process.