Simplii Financial instructions

How to deposit funds from a Simplii Financial account when you need to update your e-Transfer profile name

Updated over a week ago

To update the e-Transfer profile nickname to your full legal name to match your Shakepay account please:

  1. Log into Simplii Financial Mobile App

  2. On the left hand side, click on Interac e-Transfer®

  3. Select Interac e-Transfer® Settings

  4. Click on Edit my profile

  5. Change your nickname to your first and last name

  6. Click on Save

Once this is done, kindly send us a reminder on the e-Transfer so we can see that the name has been changed!

To send a reminder:

  1. On the left hand side, click on Interac e-Transfer®

  2. Click on Review History

  3. Select the actual e-Transfer to Shakepay and then send a reminder

Thank you!

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