There may come a time when you're experiencing account connectivity problems in Simplifi, and having the ability to reset the connection for your bank allows a broader scope for troubleshooting and potentially resolving these types of issues. Resetting the connection works by disconnecting the accounts from Simplifi, which then allows you to re-establish the connection.
Please note that resetting your account connections should only be used when you're instructed by troubleshooting steps or by a Coach.
Click here to see our known connection issues.
Click here for troubleshooting steps for common bank download errors.
Click here for troubleshooting steps for balance discrepancies.
Click here for troubleshooting steps for missing transactions.
Click here for troubleshooting steps for duplicate transactions.
Click here for troubleshooting steps for duplicate accounts.
Hover over the menu on the left-hand side and select Settings.
Locate the Financial Institution that's experiencing the issue and select the three dots at the end of it.
Select Reset connection and then click Reset.
Note: At this point, your accounts are in a "disconnected" status. If you do not continue with the linking process, the accounts will remain disconnected and will need to be tracked manually.
Enter the User ID and Password you use to sign in to your bank's website, then click Connect.
Once your accounts are presented, make sure the Link to one or more existing accounts toggle is enabled, and the correct account is selected for linking. Please see here for more details on properly linking accounts.
Note: If Simplifi brings in any additional accounts you don't want to be added, you can uncheck the box to the left of the account to ignore it.
Click Add when done.
To learn more about resetting account connections on the Simplifi Mobile App, please click here!