Merge Duplicate Accounts

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Duplicate accounts can appear when existing account connections are altered, such as when a financial institution changes the way they name accounts in their system, or when a lost or stolen credit card is replaced. When the account is relayed to the tools under a different name or identity than in the past, it is created as a new account. This type of duplication can be fixed by merging the accounts to ensure all data is retained.

To merge duplicate accounts:

  1. Determine which account is the original. It should have a longer transaction history than the new account.
  2. In the Account Details view of the original account, click the menu icon mceclip0.pngon the top right and select Mark as Duplicate from the dropdown.
  3. Select the duplicate account from the list of accounts that appears. A message will appear warning you that merging two accounts into one can’t be undone.
  4. Click Merge.
  5. Type the word “MERGE” (in capital letters) and click Confirm to complete the process.

Merging accounts can't be undone.

To learn more about the Accounts tool, watch the quick clip here.

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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