[Tutorial] Link External Accounts to Simplii Financial
Rather than reviving an old thread, figured I'd make a new thread with updated info.
FAQ:
Easiest method:
Alternative method:
Note: for smaller FI's (credit unions), follow the steps of adding external account via online banking in web browser, then request secured email (rather than snail-mail).
FAQ:
- How many external accounts can I link to Simplii? - @Shawguy provided DP for max 10 (vs. 3 with Tangerine, 10 with EQ, and none with most of the big five)
- Why would I link external accounts? - bigger limits than e-transfer (or no limits if doing it over the phone), no cheques involved, no hassle once setup
- Does this work in mobile app? - once setup, yes, but can't link accounts via mobile app
- Any fees to transfer funds? - not with Simplii, but YMMV with other banks
- How can I see upcoming external transfers? - during the same session, they can be seen under upcoming transfers. After logging out, they will disappear, but they will still be processed on the selected date
Easiest method:
- call customer service, request secured email to submit external account (one email per account)
- In the secured email, download the PDF
- Fill out PDF
- Get PAD form from other bank with stamp or a void cheque
- In the secured email, follow the link. Within that link, reply and send attached documents (can be a photo from smartphone of the PDF and the stamped PAD or void cheque)
- Wait 2-7 business days, then enjoy
Alternative method:
- log in online (via web browser, not mobile app)
- Click on add external accounts found in Transfers -> Bank to Bank Transfers
- Input the account info (transit/institution/account #'s)
- Click send
- Snail-mail the PAD (stamped) or void cheque
- Wait longer, then enjoy
Note: for smaller FI's (credit unions), follow the steps of adding external account via online banking in web browser, then request secured email (rather than snail-mail).
Last edited by titaniumtux on Sep 17th, 2023 8:52 pm, edited 1 time in total.
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