Guided Steps to Link Your Bank Account on AirBills Dashboard via Plaid
To get started with managing your properties efficiently on AirBills, linking your bank account is the first step. This straightforward guide will walk you through each step to link your bank account securely via Plaid on the AirBills dashboard.
Anu Sura
Last Update год назад
Accessing Your AirBills Dashboard:
- Visit https://app.airbills.co/ if you are a property manager, https://airbills-homeowners.web.app/sign-in/ if you are a homeowner
- Username: Your Phone Number or Email ID (if homeowner)
- Password: As set by Airbills or customers
Once logged in, follow the steps below, and you'll have your bank linked in under 5 minutes!
STEP 1: Navigate to Settings
Click on the SETTINGS tab, then select BANK.
STEP 2: Initiate Bank Linking
Click on the ADD BANK BUTTON.
STEP 3: Accept Terms & Conditions
An overlay will appear for you to review and accept the Terms & Conditions. Ensure to toggle on the confirmations for:
- The Bank account is at least 2 months old.
- A minimum balance of $3,000 is maintained to avoid any autopay failures.
- You can click Continue to proceed.
STEP 4: Introduction to Plaid
A window from Plaid will appear introducing their service. Click Continue to move forward.
STEP 5: (Optional) Phone Number Entry
If you've used Plaid before, enter the phone number associated with it. If not, simply click MAYBE LATER to skip this step.
STEP 6: Select Your Bank
Browse or search to select your bank from the list provided.
STEP 7: Secure Bank Login
You'll be prompted to enter your bank credentials securely through Plaid, allowing the link between your bank and AirBills
Success! Once successfully linked, you'll be redirected to your AirBills dashboard. You should now see your linked bank account displayed.
Should you have any questions or require further assistance, feel free to reach out to our customer success team over slack. We're here to ensure your experience with AirBills is seamless and beneficial.