#Muni-existing-accounts

1 messages · Page 1 of 1 (latest)

versed hedge
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Hi 👋 this is actually the approach we always recommend, we don't recommend trying to connect to existing accounts as the outcomes can be inconsistent.

wispy saddle
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Hi Toby, thanks so much for getting back to me.

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So you recommend that people fill out their business details and "re-onboard" completely again?

versed hedge
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That's correct. I would need to test to confirm, but I believe the Express onboarding flow prompts for login details based on email (and I think phone number), and pulls in existing information if there are already Express accounts in place for those credentials.