Personal Finance

[Tutorial] Link External Accounts to Simplii Financial

  • Last Updated:
  • Jan 11th, 2019 5:22 pm
[OP]
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May 8, 2009
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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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Newbie
Apr 20, 2016
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Ottawa
Anyone successfully link EQ within Simplii? I recall folks having their transfers rejected for incorrect name or something.
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Dec 16, 2017
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Raincouver
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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