Link to existing account

SanMarzano

When adding my mortgage it has an option to link to existing account. What is that box used for?

Coach Natalie

Hello @SanMarzano,

Thanks for posting your inquiry to the Community!

The option to link accounts in Simplifi allows you to link a connected account to an existing Simplifi account. For example, if you're attempting to connect a manual account to the bank, you'd want to select the option to link it and then select your existing Simplifi account. This prevents a new, duplicate account from being added.

https://help.simplifimoney.com/en/articles/4959544-how-to-link-accounts

I hope this helps!

-Coach Natalie