Configuring account preferences

You can use the Account Preferences page to configure the following:

  • The display name for each account
  • The order and organization of the accounts on the Home page
  • (Optional) Text banking settings
  • The visibility of accounts

To configure an account display name

  1. From the navigation menu, select Settings > Account Preferences. The Account Preferences page appears with a list of accounts divided by group.
  2. On the Account Preferences page, complete the following:
    1. Select the account you want to edit.
    2. Select Nickname Account. If the account already has a nickname, select Edit () to edit or delete the nickname.
    3. Enter a nickname for the account, then select Save (). Remove the nickname by selecting the X within the nickname field. Select Cancel () to ignore changes.

To change the order that accounts appear in

  • In the Account Preferences page, use the up and down arrows on an account to determine the order the accounts appear in.

To show or hide an account

You can choose to show or hide an account on the Home page and within Financial Tools separately, such as when you want to show linked accounts on the Home page but exclude them from Financial Tools. For more information on Financial Tools, see Using Financial Tools.

  1. From the navigation menu, select Settings > Account Preferences.
  2. Find the account you want to show or hide and select the account tile.
  3. Turn on or off the Home and Financial Tools toggles. If you choose to hide an account, you will receive a warning message. Select Yes, hide to continue.

When you set an account to visible, the account appears on the Home page and you can easily access details about it.

If you hide an account from Home, it does not display in the Accounts section of the Home page. Instead, the account moves to a Hidden Accounts section on the Account Preferences page. If you hide an account from Financial Tools, the account does not display in any of your Financial Tools, and your account information, such as balances and transactions, are not available in these tools.