Personal Finance

[Tutorial] Link External Accounts to Simplii Financial

  • Last Updated:
  • Feb 23rd, 2019 2:33 pm
Penalty Box
Dec 16, 2017
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Troydabes wrote:
Feb 11th, 2019 6:16 pm
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?
Was it a PAD form fillable by yourself - at another bank?
if so yes, usually it's rejected and I know it's as stupid as it could get.
Lots of banks/CUs/billers reject non-stamp PAD.

Another work around, make your own void cheque
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Sep 11, 2018
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When you log online, click Transfers, then click Bank to Bank, that allows you to link your external account directly.
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Troydabes wrote:
Feb 11th, 2019 6:16 pm
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?
Only Simplii AFAIK requires a stamp on all PAD forms for account linking. They say they used to only accept void cheques. DUCA told me they'd only insist on a stamp if it were a smaller, or lesser known FI. But Simplii requires a stamp for all PAD form submissions.

Which FI are you hoping to link? Are you unable to get a void cheque?
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Aug 9, 2013
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dekvitaly wrote:
Feb 11th, 2019 6:34 pm

Was it a PAD form fillable by yourself - at another bank?
if so yes, usually it's rejected and I know it's as stupid as it could get.
Lots of banks/CUs/billers reject non-stamp PAD.

Another work around, make your own void cheque
It was not fillable like Scotiabank. It's a void cheque from CIBC.
titaniumtux wrote:
Feb 15th, 2019 6:48 am

Only Simplii AFAIK requires a stamp on all PAD forms for account linking. They say they used to only accept void cheques. DUCA told me they'd only insist on a stamp if it were a smaller, or lesser known FI. But Simplii requires a stamp for all PAD form submissions.

Which FI are you hoping to link? Are you unable to get a void cheque?
CIBC. It's weird as my EQ void cheque went okay.

As for Tangerine, still no sign if it was successfully or rejected.
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titaniumtux wrote:
Mar 5th, 2018 3:45 pm
[*]How many external accounts can I link to Simplii? - no hard cap, @Shawguy says max 10, could be max 25 (vs. 3 with Tangerine, 10 with EQ, and none with most of the big five)
Hi @titaniumtux

Thought I would share this picture to show it is MAX 10.... and hopefully the original post can now be updated. The picture has today's date on it, and I got this error when attempting to link my 11th account with them,

Thanks
Shawguy

Simplii_Financial_10_Account_Limit.JPG
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Shawguy wrote:
Feb 23rd, 2019 2:17 pm
Hi @titaniumtux

Thought I would share this picture to show it is MAX 10.... and hopefully the original post can now be updated. The picture has today's date on it, and I got this error when attempting to link my 11th account with them,

Thanks
Shawguy


Simplii_Financial_10_Account_Limit.JPG
Done. Thank you.
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