Overview

Notifications can considerably enhance your customer experience. Being able to decide what Notifications are important as an Email or a Push Notification to your mobile device can be a game-changer with staying up-to-date with your finances.

Life seems to run at lighting fast speed and our Notifications will keep your finances at the top of your mind by alerting you when your available to spend is getting low, if you were charged a bank fee, letting you know you got paid (woohoo!), and most importantly, to let you know how you did last month. You can even customize some of your Notifications to meet your specific needs!

How to Enable or Disable Notifications

  1. Hover over the menu on the left-hand side and select Settings.

  2. Select Notifications.

  3. Locate the Notification that you'd like to enable or disable.

  4. To enable a Notification, click the associated icon so that it's highlighted; to disable a Notification, click the associated icon so that it's grayed out.

    a. The envelope icon is for Email Notifications.

    b. The square with 3 lines icon is for Push Notifications to the Mobile App.

How to Customize Your Notifications

Note: Only certain Notifications are able to be customized, typically the ones that pertain to a dollar amount or a percentage.

  1. Hover over the menu on the left-hand side and select Settings.

  2. Select Notifications.

  3. Locate the Notification that you'd like to customize and click Edit at the end of the Notification's description.

  4. Make your customizations and click Save when done.

To learn more about managing Notifications on the Simplifi Mobile App, please click here!

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