Automatically add new accounts to existing bank connections (edited)

Piyush Aggarwal
Piyush Aggarwal Member
edited May 13 in Feature Requests

I frequently open new accounts banks I have connections with (such as Chase, US Bank and American Express). Right now, I need to manually reset the connection every time I create a new account at these banks. Otherwise, the new accounts do not show up in Simplifi. This takes me 10-20 minutes every time I want to sync my accounts.

It would be great if Simplifi could automatically sync any new accounts that are opened at banks I have connections with.

5 votes

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