Manage Accounts
Note: Your FI has a choice of two layouts for the Home page. The following content only applies to users who are using the Dashboard. For more information on determining what Home page your FI uses, visit The Home page.
The Manage Accounts page allows you to see all your available accounts in digital banking, including all internal and externally linked accounts. By default, accounts are organized by account type. For more information on adding an account, visit the Add account menu page.
Note: If you have five or fewer accounts, all accounts will be marked as a favorite by default and will appear within the Accounts tile on the Dashboard.
Tabs in Manage Accounts
The Manage Accounts page contains several tabs that all you to personalize your accounts, including account names, visibility on the Home page, and more. Additional tabs may be available or may not show depending on your FI's configuration.
Note: Financial goals, manual accounts, and external accounts will not be shown in the Accounts tab on the Manage Accounts page.
Note: Your experience may be different from the user interface described, based on your financial institution's custom configuration.