Link to existing account

SanMarzano
SanMarzano Member ✭
edited October 2023 in Adding and Updating Accounts

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

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Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓

    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

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