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Can multiple accounts be combined?

Views: 2198 Created: 2014-07-10 14:56 Last Updated: 2015-12-07 22:23

SYMPTOM

I have more than one active account and need to merge them.

SOLUTION

Tax information and forms are tied directly to the email address of the account they were created under.  Because of this, account and form information cannot be transferred to a new account nor can two accounts be combined.

APPLIES TO

  • Yearli Core
  • Yearli Performance