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, as well as your Account-Types, 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 on it.
  4. Click on the Account Name field and give your account the desired name.
  5. Click the X in the upper right; your changes will automatically be saved.

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 on it.
  4. Click on the Type field and select the desired account-type.
  5. Click the X in the upper right; your changes will automatically be saved.

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