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

📝 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

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.

🎓 Did you know…

Plexflow now offers free training to help you get more out of the platform.
👉 Access the training
💡 An excellent way to save time and use Plexflow to its full potential.

Updated on: 12/11/2026