A time may come when you're presented with the need to re-link existing accounts in Simplifi. Linking accounts to your existing Simplifi accounts is what prevents duplicate accounts from being created. 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 and the Account Type. You'll see a toggle at the bottom left of the window to Link to one or more existing accounts; once enabled, you'll also see the Action Simplifi will take.

At this point, it's imperative that you select the Link to one or more existing accounts toggle to enable it, and then tell Simplifi what account to link each account found to by selecting the existing account from the Action menu. If "Nothing (Add as new)" 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!