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How should I add and manage my bank account information?

Use [Bank Accounts / Cards] in [My Profile] to add a bank account for the contract generator and manage the bank accounts you can keep as the default option there.

Entry:

  • Web: [My Profile] -> [Bank Accounts / Cards]
  • App: The current Property Operator App does not provide a bank account management page.

Web​

Step 1 Open [My Profile], then select [Bank Accounts / Cards]. Confirm you are on the [Bank Accounts] page before you continue.

Bank account list

Step 2 Click [Add bank account], then complete the dialog:

  • [Bank Name]
  • [Account Holder]
  • [Account Number]

After you finish, click [Add Bank Account].

Add bank account dialog

Step 3 To manage an existing bank account, open the row [Action] menu and choose the action you need:

  • [Set Default] to make that bank account the default option
  • [Delete] to remove that bank account

Bank account actions

App​

The current Property Operator App does not include a bank account management page or an [Account Settings] section for adding these contract-generator bank accounts.

Platform differences​

  • Web supports adding bank accounts, viewing the current bank account list, and using [Set Default] or [Delete].
  • App currently has no matching entry or management flow for this feature.

Note:

  • The page subtitle states that these bank accounts are used in the contract generator.
  • If a bank account is already marked as the default account, that row does not show [Set Default] or [Delete].
  • Deleting a bank account is irreversible.