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Two-Factor Authentication Option
Member’s privacy and security is top priority at ZimpleMoney. Two-Factor account access authentication is available to all Member/Users. The two-factor...
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Adding a Bank Account or Credit Card
Follow these steps:
1) Login
2) Select My Profile (title tabs)
3) Select Linked Accounts (second row tabs)
4) Select Add...
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We sent you an email showing you the 5 clicks you need to update your account. All subscription accounts can be updated in the Account Tab, under Subscriptions...
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Where do I manage my Subscription?
If you want to upgrade, downgrade, change a credit card or cancel your Subscription you'll need to make your way to the Subscription box located in the...
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A "pending" item is being processed and been sent through the Federal Reserve's ACH network. It cannot be cancelled....
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Wrong or Changed Mobile Number in the ZimpleMoney My Profile?
If you entered the wrong mobile phone number or your mobile number changed you will need to update your ZimpleMoney My Profile. If you can login, go...
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Bank Account Number...what do I enter?
When establishing a bank account at ZimpleMoney, you'll need the Account Number and your Bank or Credit Union's Routing Number.
We DO NOT...
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Merging two or more accounts
Members who wish to merge two accounts can do so through the My Profile title tab. Login to the account you wish to keep. Select My Profile and scroll...
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1099 / 1098 Tax Reporting
ZimpleMoney provides a report that you, your accountant or service use preparing your interest income or expense 1099/1098 reports.
The Interest...
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Credit Bureaus and Reporting
ZimpleMoney does not own any loans, we are a software provider, therefore we cannot report to any credit bureau. You can self report your payments through...
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Loan or Payment Contract
To learn more about the loan and payment contract, read about how to make your way around the contract by following this link to the Help Center User...
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Change Credit Card Associated with a Subscription
Login, select the Account Title Tab, on the left side of the Account page in the Subscription box, select “Change Account.”
Then use...
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Better Collections...Fewer Rejections
There are several tools available to you to mitigate returns, all of these tools are available to you as the merchant or lender:
1)...
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Why Should I Use ZimpleMoney?
ZimpleMoney is a software application you can use to manage any loan. It might be a loan to a friend, family member, a person or business with whom you...
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Customer Support started a topic Using the Addenda Field: 401k, IRA, Trustee Managed / Administered Accountsin Main ForumUsing the Addenda Field: 401k, IRA, Trustee Managed / Administered Accounts
You can now add addendums to your existing bank accounts. This addendum is a added reference for your bank or trustee to use to add a further credit...
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