Corporate Account Grouping

You can use the Account Grouping feature by moving account tiles to categorize accounts on the Home page. If using a mouse, click a tile, hold the mouse button, drag the tile to a new location, and release the mouse button. On a mobile device, tap a tile, drag it to a new location, and lift your finger to drop it in that location.

Account Grouping - Home page

To create a new account group, click or tap an account tile and drag it to the New Group icon () that appears in the lower-right corner of the screen while a tile is being moved. When the tile is "dropped" on the New Group icon, the New Group field appears.

Enter a name for the new group and click the check mark button to save the changes. You can easily rename a group by clicking the pencil icon () to the right of the title, editing the name, and clicking the check mark button the save the changes.