Accessing Your Account Ledger (QUICK INSTRUCTIONS)

Transcription

1 Accessing Your Account Ledger (QUICK INSTRUCTIONS)

2 OVERVIEW This short tutorial provides instructions for accessing the My Account Portal to review your account ledger. The My Account Portal is just one of the many resources available within your Association s dedicated website, named the Owners Forum. For step-by-step instructions for utilizing all of the tools on the Owners Forum, refer to our complete Owners Forum User s Guide. ACCESSING THE MY ACCOUNT PORTAL The My Account Portal can be accessed through the Owners Forum or via direct access. In these instructions we will bypass the Owners Forum and access the tool directly. 1) Type the following address into your web browser: 2) On the web page, click the Condo Owner option. 3) On the resulting page, click the My Account Portal option. After completing these steps you will be at the log-in page for the My Account Portal resource. USER ACCOUNT REQUIRED The My Account Portal utilizes user accounts to control access and provide security. Since this tool provides confidential details about your individual association account, you must obtain a unique username and password in order to access this resource. If you are accessing this tool for the first time, you must register your account with the system. REGISTERING REQUESTING AN ACCOUNT In order to use the My Account Portal you must have an active user account with a valid username and password. You can create a new account using one of two methods: 1. Self-Create Account - By clicking the "Create New Account" link on the Log-in page you can register a new account within the system. In order to utilize this option you must enter the following two pieces of information: Address - This must exactly match the address on file with Connected Management. Enter the address where you have been receiving our monthly statements, or if appropriate, delinquency notices. Account Number - Each resident has a unique account number within the management systems at Connected. Your account number is provided on each monthly statement and on all delinquency notices. 1 P a g e

3 2. Created by Connected - A member of our support staff can create a user account on your behalf. You will be provided with a username and temporary password. Please call our support team at (773) x 1 and ask for your My Account Portal user account to be created. REGISTRATION PROCESS This section assumes that you know your account number and address. Complete the following steps to create your new account: 1) From the Log-in screen, click the "Create New Account" link from the bottom right corner. (see sample below) Graphic: Click the Create New Account link to initiate the process of setting up a new account. 2) Complete the registration form as shown below. a. Account number b. = Must match the address on file at Connected. (You can change this after registration) c. Username = Your choice d. Password = Your choice (Minimum of 6 characters) e. Repeat Password = Re-type your chosen password f. Password Recovery Address = Optional. This is a secondary address that will be used should you lose your password. 2 P a g e

4 3) Click Continue to complete the process. If successful, you will be automatically logged into the My Account system. MANAGING YOUR ACCOUNT (VIEWING YOUR LEDGER) Once you have logged in, you will see a snapshot of your account on the Home tab as shown below. Graphic: The Home tab provides a general overview of your account. 3 P a g e

5 From the Home page you can use the tabs at the top of the screen to perform the following functions: 1) Clicking the Open Charges tab allows you to view all unpaid (open) charges on your account. 2) Clicking the Transaction History tab allows you to view all charges and payments on your account. 3) Clicking the Make a Payment tab allows you to make a one-time Epayment using your checking or savings account. (If you wish to setup a repeating payment, refer to the section later in this document) 4) Clicking the My Account tab allows you to update your contact information within the Connected systems, change your password and set a recovery address. Use the Transaction History tab to view your account ledger. Make sure that the All Dates option is checked so that you are shown all transactions! Graphic: Sample ledger within the My Account system 4 P a g e