Duplicate accounts

  • Updated

Sometimes you may see two instances of the same account. Accounts can show up twice when an existing account connection is altered.

  • Reasons you may see an account duplicate include when a financial institution changes the way they name accounts in their system, or when a lost or stolen credit card is replaced. In both cases, the account is sent to the Accounts Tool with different information, causing a new account to be generated in the system.
  • If an institution was added twice by mistake, you can remove the institution completely. If an institution was added twice intentionally to collect accounts from multiple logins, then the duplicate account can be hidden to resolve the duplicate without impacting the other accounts under that institution.

    If your account is duplicated because you got a new card, or the institution changed the way they named their accounts, duplication can be fixed by merging the accounts to ensure all data is retained. Merging cannot be undone so verify that the accounts are duplicates before merging.

    To merge duplicate accounts:

    1. Click on the original account to open the detail window.
    2. Click on the three dots in the upper right corner to open the options menu.
    3. Click Mark as Duplicate.
    4. Follow the onscreen instructions to complete the merge.
    5. If the merge is unsuccessful, or if other complications arise, please submit a support request.

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