Overview
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.
Instructions
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, the Account Type, and the Action Simplifi will take.
At this point, it's imperative that you properly link each account, as having "Nothing (Add as new)" selected instead can result in duplicate accounts, and improperly linking to the wrong account can result in a mismatch of downloaded transactions and balances.
To link the account(s) found to your existing account(s), follow these steps:
Select the pencil icon for each account.
Click the Link to dropdown menu.
Select the existing account from the list.
Click Update, and then click Confirm once each account selection is completed.
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 Web App, please click here!