Personal Finance

[Tutorial] Link External Accounts to Simplii Financial

  • Last Updated:
  • Aug 3rd, 2019 9:52 pm
[OP]
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sports1 wrote:
Jan 11th, 2019 1:39 am
Their process changed slightly (just basing this on OP), I just tried to set up an external account link and I'm required to write my CIF number + "Add account" on the memo line of the cheque.

So I guess it's not possible to send just send an electronic void cheque (a la Tangerine).

For Savings account the rep advised me to get a form (something account transfer) from the external bank in lieu of a void cheque and it would be fine. Not sure what form this is, I thought it would just be a stamped PAD but I'll ask again when I call back.

Don't try to do this overnight - I just did and my request was auto-cancelled. The rep said the error was "User not authorized" and advised me to call back after 7am.
Interesting. I doubt the CIF number would be necessary on the void cheque since you'd put it on the Simplii form anyway. I recently requested adding an externally linked account to Simplii and they didn't mention that. We'd need more DP's.
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DUCA thread | Simplii Account Linking | Make CCTS Claim | Max on Koodo Referrals Thread
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Apr 20, 2016
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Anyone successfully link EQ within Simplii? I recall folks having their transfers rejected for incorrect name or something.
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BigScee wrote:
Jan 11th, 2019 2:14 pm
Anyone successfully link EQ within Simplii? I recall folks having their transfers rejected for incorrect name or something.
It's a known thing yes.
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titaniumtux wrote:
Jun 15th, 2018 11:26 pm
Makes no sense. Call again and request the secured email for external account linking.
Not sure if it changed, but I called today and they said they can't do the secure email and require a physical copy of it. Pretty stupid considering I'm trying to link it to CIBC which is their parent company.
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Mar 7, 2008
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Is there a way to link Simplii with HSBC?

I have successfully link EQ bank with HSBC and Simplii.
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THINKPOD wrote:
Jan 20th, 2019 6:18 pm
Is there a way to link Simplii with HSBC?

I have successfully link EQ bank with HSBC and Simplii.
have you read?
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[OP]
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pitabread wrote:
Jan 20th, 2019 3:38 pm
Not sure if it changed, but I called today and they said they can't do the secure email and require a physical copy of it. Pretty stupid considering I'm trying to link it to CIBC which is their parent company.
You serious? I was wondering why I didn't get a secured email for my most recent request. I like linking everything Simplii-side due to the deposit limits. Hopefully they'll still allow the secured email.
THINKPOD wrote:
Jan 20th, 2019 6:18 pm
Is there a way to link Simplii with HSBC?

I have successfully link EQ bank with HSBC and Simplii.
Simplii-side or HSBC-side? Does HSBC allow linking external accounts? For Simplii-side, read OP.

You mean you have Simplii and HSBC linked EQ-side? That's easy (micro-deposits).
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DUCA thread | Simplii Account Linking | Make CCTS Claim | Max on Koodo Referrals Thread
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titaniumtux wrote:
Jan 21st, 2019 12:11 am
You serious? I was wondering why I didn't get a secured email for my most recent request. I like linking everything Simplii-side due to the deposit limits. Hopefully they'll still allow the secured email.
I'm going to try again tomorrow with another agent, will provide an update afterwards.

Update 1: Spoke with someone else, said no problem and will be providing a secure email. Still haven't seen it yet, but I'm told it'll take 5min to 24 hours.

Update 2: 1/22 - Got the secure email 20-23 hours after calling in. Was able to submit my information the same day and looks like today they added it into my simplii account.

Edit: Update as of 1/21. Will confirm once I actually get that secure email.

Edit 2: Got secure email, uploaded information same day, and external account now shows up as of 1/24.
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Big thanks titaniumtux! Secure email is way faster than sending in the actual void cheque/bank form and save on postage stamp.
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Hmm. So no way to rename your external account once set-up? It's annoying that I have to remember it by their account #
[OP]
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Troydabes wrote:
Jan 30th, 2019 9:17 pm
Hmm. So no way to rename your external account once set-up? It's annoying that I have to remember it by their account #
Agreed. That is an annoyance with Simplii. Also, credit unions appear as "Other Financial Institution".
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DUCA thread | Simplii Account Linking | Make CCTS Claim | Max on Koodo Referrals Thread
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how does a secure email work?
do you encrypt the content before sent?
if I sent out through gmail.. it is still public domain, how can I assure it is secure?
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cf7777 wrote:
Feb 3rd, 2019 12:42 pm
how does a secure email work?
do you encrypt the content before sent?
if I sent out through gmail.. it is still public domain, how can I assure it is secure?
Simplii sent you an email where it will take to CIBC domain or something. That's where you will send your credentials.
[OP]
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cf7777 wrote:
Feb 3rd, 2019 12:42 pm
how does a secure email work?
do you encrypt the content before sent?
if I sent out through gmail.. it is still public domain, how can I assure it is secure?
Troydabes wrote:
Feb 3rd, 2019 1:13 pm
Simplii sent you an email where it will take to CIBC domain or something. That's where you will send your credentials.
This. It's like private messaging on their server. They just email you the link and you log in.
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DUCA thread | Simplii Account Linking | Make CCTS Claim | Max on Koodo Referrals Thread
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I received a mail from Simplii stating that I did not meet the requirements due to missing stamp. I never had any problem with EQ but why only with CIBC?

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