Chase Bank Checking classified as Investment Account

JAXmultiplat
JAXmultiplat Member ✭
edited April 20 in Adding and Updating Accounts

My Chase Bank checking account is classified as an Investment Account in Simplifi. Simplifi is blocking me from changing it back to a Banking Account. The Settings account type drop down list now excludes all account types except for Investments (401K, Roth IRA, etc.). Please assist.

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  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @JAXmultiplat,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information:

    • Is this a manual account, or is it connected to the financial institution?
    • Was it originally added as a Checking account?
      • If so, when did you notice that it changed?

    I look forward to your response!

    -Coach Kristina

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