Overview

There may be a time when you notice an account connectivity problem in Simplifi. The ability to reset the connection allows a broader scope for troubleshooting these types of issues. Resetting the connection works by disconnecting the account(s) from Simplifi, allowing you to re-establish the connection and re-link the account(s).

Please note that resetting your account connections should only be used when absolutely necessary or when instructed by a Coach.

Note: If you're unable to reconnect your disconnected accounts, they will remain in Simplifi as manual accounts that can be reconnected later.

Reset Account Connection

  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's receiving the error and select the three dots at the end.

  4. Select Reset connection and then click Confirm.
    Note: At this point, your accounts are now in a "manual account" status. If you do not continue with the linking process, the accounts will remain as manual accounts.

  5. Enter your credentials, then click Link Account. 

  6. In the 'Select accounts to add' screen, ensure Simplifi has properly linked your accounts. Simplifi will show the name of the account it's linking to directly below the account found.

    1. If Simplifi has incorrectly linked an account, click the link icon to the right of the affected account and select the appropriate account.

  7. Click Complete to confirm.

To learn more about resetting account connections on the Simplifi Web App, please click here!

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