If you've recently updated your login information with one of your banks, you'll want to be sure to also update this information in Simplifi to ensure that you can continue to download transactions. Luckily, Simplifi makes doing so super easy!

The easiest way to go about updating your bank login information in Simplifi is to wait until the first successful account refresh after updating your credentials, as Simplifi should automatically prompt you to enter your new credentials. If you're not automatically prompted, a refresh is most likely not available yet. This should take no longer than 4 hours, though!

However, if you'd like to manually update your bank login information in Simplifi instead, you may do so by resetting the account connection for the financial institution and entering your new login information when prompted. More details and the steps to reset an account connection can be found here!

If you experience any difficulties with updating your bank login information in Simplifi, our Support Team is happy to help!