Direct Debit Setup Instructions

 Please following the below step by step instructions to set up ACH transactions for your community’s assessment

Step 1: Please visit our online portal: 

Step 2: If you do not already have a registered account on the portal, please follow the below steps.  If you already have an account on the portal, please skip to Step #7.

Step 3: Click on “Create Login.”

Step 4: Enter your account number and email address and hit “Submit Registration.” 

Step 5: Check your email for a received email from “Caliber Portal Account Registration” (NOTE: Please make sure to check your SPAM filter). Click the registration link in the email to finalize your account set up. 

Step 6: Enter a username and password to finalize your account set up. Then hit “Submit.”

Step 7: You will then be redirected to the main portal login page to enter your new username and password that you have just created. Enter your username and password  and click “Login.” 

 

Step 8: Once you are logged in, click on “ACH/EFT” on the main menu screen.

Step 9: Please make sure to read the important information in the “Notice” section.

Step 10: Click on “Setup New ACH/EFT Plan.” 

Step 11: Enter the name of your banking institution,  select your account type, enter your routing and account number. Select a start date. (NOTE: You should select the first day of the month.  Your first withdraw will then occur on the 5th business day of that month.) 

Step 12: Click “Save & Submit.” 

 

 
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