How to Link Accounts
Learn how to link accounts in Simplifi
Natalie avatar
Written by Natalie
Updated over a week ago


A time may come when you're presented with the need to re-link existing accounts in Simplifi. This article will explain how to perform these actions while maintaining your existing account connections.


After entering your credentials, Simplifi will present you with a list of the accounts that it's found. In this list, Simplifi will show the Account Name, Account Type, and the Action that Simplifi will take, such as Add to Simplifi, Link To an existing account within Simplifi, or Don't add to Simplifi.

At this point, it's imperative that you select the Link To option and then tell Simplifi what account to link it to. If Add is selected instead, it can result in duplicate accounts.

If you need any assistance with linking accounts in Simplifi, please don't hesitate to reach out to our amazing Support Team!

To learn about linking accounts on the Simplifi Mobile App, please click here!

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