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# How to change a tenant’s bank account in Plexflow?

🔒 **Security first**: Plexflow does **not keep any banking data**. All information is stored and processed securely in a certified bank vault.

It is therefore always possible to change the bank account used by a tenant, without compromising the security of the payments.

## 🔎 Important note

- If the tenant has a **Plexflow account**, they will need to sign in to their space themselves to make the bank change.
- It is also possible to **unsync the tenant’s account** in order to enter the banking information yourself on their behalf.

## Steps to change a tenant’s bank account

### Step 1 – Open the tenant’s unit

1. Go to the building in question.
2. Click the **unit** where the tenant lives.

### Step 2 – Click “Change”

In the **Bank account** line, click the **Edit** button (see image below).

👉 To complete this step, the tenant must already have **a bank account recorded**.

- If they do not yet have a bank account set up, please first follow this guide:
[How to set up a PAD collection for a unit in Plexflow](https://help.plexflow.ca/fr/article/inscrire-une-collecte-dpa-dune-unite-dans-plexflow-1x4yj0z/)

📝 **Important note**
If you do not see the **Edit** button, it is probably because the tenant’s profile is still synced with their current Plexflow account. In that case, you must first **unsync** the tenant’s profile, then come back and change their information.

Detailed procedure here:
👉 [How to change the information of a tenant who already has a Plexflow account](https://help.plexflow.ca/fr/article/changer-les-information-dun-locataire-qui-a-deja-un-compte-plexflow-1h0prqq/)

![Bank account line, Change button](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-12_k3noa6.png)

### Step 3 – Enter the new details

1. A form opens so you can enter the new banking information:
- **Branch transit number**
- **Financial institution number**
- **Account number**

➡️ You will also be asked to **upload the signed PAD Agreement** if this has not already been done. Click **Select** to attach the document.

Then confirm by clicking **Change bank account**.

![New banking details and Change bank account](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-13_11b78cj.png)

## 🎓 Did you know…

Plexflow now offers **free training** to help you get more out of the platform.
👉 [Access the training](https://www.plexflow.ca/formation)
💡 An excellent way to save time and use Plexflow to its full potential.