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Plaid Integration is now LIVE!!


Plaid Integration is now LIVE!!

Step by Step Guide:

Here are the step-by-step instructions for the new integration with Plaid:

  1. Login to your REsimpli account.
  2. Click on “Link Account” to integrate your bank account.
  3. Instead of going through Finicity, the new integration will now use Plaid.
  4. You can now search for your bank from the list of available banks.
  5. The new integration will also display the bank’s logo and URL, making it easier to identify the correct bank.
  6. If you had already linked your bank account through Finicity, you will need to relink your bank account once with Plaid. This will not duplicate any of your previous transactions and all your existing data will be safely transferred over.
  7. The new integration is expected to work better with improved connectivity and overall user experience.

If you have any questions or concerns, please contact