Here at Simplifi, we partner up with multiple banks to get the information you need to help start to get a better understanding of your finances, but we may not have your bank available. Don't worry; if you don't see your bank available, you can request a couple of ways for your bank to be added!

Note: As stated, this is a request, and we cannot guarantee that we will be able to add your bank, but we will certainly try!

Chatting with one of our Customer Coaches:

Website: You can start a chat with one of our Customer Coaches on the Dashboard by clicking on the blue chat icon on the bottom right side of the screen.

Mobile App:

  1. On the Dashboard, click on the user icon on the top right side of the screen.

  2. Navigate and click on Help Center.

  3. Under "Your Conversations," click on New conversation.

Community:

You can leave a post in our community to have your bank added, and we can have other members of our community vote and garner more support to have your bank added to Simplifi.

To learn how to create an account and leave feedback in our community, click here.

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