Overview

Here at Simplifi, we like to give you all of the customizing abilities possible! In this article, we'll go over how to customize your Account Display Names, your Account Types, as well as your Institution Display Names, all from the Simplifi Mobile App.

Edit Bank Account Display Name

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then Accounts.

  3. Locate the Account Name that you'd like to change and click the three dots at the end of it.

  4. Select Edit Account.

  5. Give your account the desired Account Name.

  6. Click Update when done.

Edit Bank Account Type

Note: A spending-type account can only be changed to another spending account type, and an investing-type account can only be changed to another investing account type.

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then Accounts.

  3. Locate the Account that you'd like to change and click the three dots at the end of it.

  4. Select Edit Account.

  5. Click on the Type field and select the desired account type.

  6. Click Update when done.

Edit Institution Display Name

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then Accounts.

  3. Locate the Financial Institution that you'd like to change and click the three dots at the end of it.

  4. Select Edit institution.

  5. Enter the desired Institution Name.

  6. Click Update when done.

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