Self Service

Self Service


DIY in the Simple App

There are a ton of things you can do through the Simple app all by yourself (but in a good way!).

The top 5 self service items used by customers:

  1. Dispute a transaction

  2. Order a new card

  3. Block or unblock your card

  4. Change the address, email, or phone number on file

  5. Reset your password

A full list of self service items:

Account Info

Dispute a transaction

If a charge posts to your account and it wasn’t yours, let us know!

Change the address, email, or phone number on file

Be sure to keep us updated when these things change!

Open a CD

Purchase a certificate of deposit within your existing Simple account.

Open a Shared Account

Everything you need to know about opening a Shared Account.

Open a Protected Goals Account

FAQs about our high-yield checking account.

Reset your password

Change the password you use to log into the Simple website.

Download statements

Those formal monthly account statements are all stored within the Simple app

Submit a travel notice

Let us know when you’re traveling to ensure your trip runs smoothly.

Cards

Order a new card

Get a replacement debit card when you need a new one.

Activate your new card

When you get a brand new card, you are the only one who can activate it.

Block or unblock your card

Change the status of your current debit card and change the PIN whenever you want.

Checks

Order paper checks and place stop payments

Get a checkbook mailed directly to your house, and place a stop payment on a lost or stolen check.

Deposit a check

How to endorse a check and then use your phone to take a picture and deposit it.

Move Money Electronically

Set up direct deposit

View your account and routing numbers, and generate a letter to request a direct deposit.

External Accounts

Link your bank and schedule or cancel transfers.

Instant Transfers

Link and Send Instant Transfers

Simple Budgeting Tools

Expenses

Set aside money for all of life’s expenses, like rent and your cell phone bill.

Goals

Make progress toward your goals by telling us what you want to save for and we’ll tuck that money away for you.

Round-up Rule

Turn on or off the round up rule that puts a little money aside from each transaction to help you save.

IRS Payments Rule

Decide upfront how much of your tax refund you want to stash away in a Protected Goals Account.

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Important! This account is for your personal use only

An increasing number of customers are being targeted by fraud scams. Before you apply, review these guidelines to help prevent you from being involved in fraudulent activity.

Do not open an account on behalf of someone else
If anyone asks you to open a Simple Account to receive funds, it is an attempt at fraud. Common fraud attempts include requesting that you open an account to receive a gift or bonus offer, obtain a job or job training, or help someone else receive funds (such as unemployment benefits).

Do not share your login or account information with anyone
Neither Simple nor any other legitimate institution will ever ask for your account information. If any third party requests your Simple Account login information, it is an attempt at fraud. Sharing your account information with another person or allowing someone else to use your account to receive funds is a violation of the Simple Deposit Account Agreement terms and conditions and can expose you to fraud.

Actions we may take if fraud is suspected

We take fraud and security very seriously at Simple, and take rapid action in the instance of suspected fraud attempts.

We may freeze and close accounts
We may freeze and close accounts if fraudulent activity is suspected, including the following circumstances:

We will report fraud attempts
We are responsible for reporting fraud attempts to authorities, including attempted unemployment fraud. There are state and federal penalties for unemployment insurance fraud (including potential fines and incarceration). If you suspect you are a victim of unemployment fraud, contact the appropriate state fraud hotline listed here.

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