This article is for residents adding a personal bank account so the association can auto-draft dues. It is not how the HOA opens or manages a Western Alliance operating account.
HOA cash, lockbox, and Stripe vs WAB booking: Stripe & WAB Accounting.
HOA bank connections: Bank Accounts.
Add a bank for autopay
Open My Property.
Click Add Bank.
Complete the Plaid prompts to verify the account.
If your association banks with Western Alliance, ACH drafts settle to that HOA account. The resident still links their own bank through Plaid.
When adding an account you will acknowledge the ACH permissions:
Plaid Process
Plaid is a highly secure service for connecting software platforms to popular banking institutions. In most cases, the Plaid connection process opens an instant verification window where you can use your selected bank's online credentials to verify and authorize the connection. In some cases, however, if the online verification is giving you an error, you can choose to manually enter your account number
👉 See the following example for PNC Bank
➡ STEP 1 :
Select the bank but do NOT click Continue to log in
👉 Select Enter account number instead to manually connect your account.
➡ STEP 2
Enter the requested information and you will see these instructions (or similar)
👉 The actual deposit on your bank account may look slightly different but the important part is to look for the 3-digit code. Check your bank account online for the instant deposit and look carefully at the Description line. Note that this is the PNC Bank process and other banks may differ slightly.