Overview

Adding your accounts is one of the first steps that you'll want to take towards managing your finances in Simplifi. This article will go over how to add manual accounts, as well as how to connect to your various financial institutions for automatic transaction download.

Add a Connected Account

  1. From the Dashboard, click on the +ADD button in the upper left.

  2. If your bank is already shown, you can click on the image to select it, or just begin typing the name of the bank into the Search bar to let Simplifi find it.

  3. Enter the User ID and Password that you use to sign in to your bank's website, then click Connect Bank.

  4. Simplifi will locate the account(s) associated with your User ID and Password; a blue circle with a checkmark will appear next to each account that's available to add. Note: To disregard any of the accounts, click on the checkmark and select Ignore. You can also rename your accounts, as well as change the Account Type, from this screen.

  5. Click Complete when finished.

Add a Manual Account

  1. From the Dashboard, click on the +ADD button in the upper left.

  2. Select Add manually from the very bottom of the Add your account screen.

  3. Enter an Account Name, and select an Account Type. You can also enter a balance and an "as-of" date for the account.

  4. Click Continue when finished.

Note: Manual investment accounts will not start with an opening balance. To learn how to add holdings or cash into a manual investment account, please click here.

Note: If your bank isn't listed, or if you run into any trouble adding your accounts, please take a look at the information and steps outlined in this Support Article, or contact one of our amazing Coaches through the navy messenger icon located in the bottom right corner of your Simplifi account.

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