Connecting your bank for pre-authorized payments

Pre-authorized payment lets your property debit your bank account directly instead of you paying manually each time. This article explains how to connect and manage the bank account used for it.

Who this is for: residents setting up or changing pre-authorized payments, and staff entering bank details on a resident's behalf.

Connecting for the first time

The first time you set up pre-authorized payment, you connect your bank through a secure sign-in flow that verifies your account automatically. Follow the on-screen steps and choose your bank from the list it shows you.

Changing your bank manually

If you need to enter your bank details by hand instead, whether because you're updating an existing enrolment or your bank isn't available through the automatic flow, use the bank picker.

Start typing your bank's name or its institution number, and the list narrows to matching banks, each shown with its logo.

Picking a bank fills in and locks its institution number for you, so you don't need to know it yourself. If you type an institution number that belongs to more than one bank, for example 010, which is shared by both CIBC and Simplii Financial, URBI asks you to choose which one is actually yours instead of guessing.

If your bank isn't in the list, choose Other and enter your bank's name and institution number yourself.

You'll still need your transit number and account number either way, and URBI continues to tell you which is which for a chequing versus a savings account.

If the connection doesn't go through

If your bank connection fails, URBI tells you whether it's something on your end to fix (like re-entering a detail) or a temporary issue with the connection itself. If it keeps happening, contact your property team.