Viewing 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.

On the Dashboard Home page, your accounts will appear in the Accounts tile. The Accounts tile displays up to five accounts. You can mark your desired account(s) as favorites using the Manage Accounts page. If one account is selected as a favorite, the tile displays a single account view format. If more than one account is selected as a favorite, the tile displays a multi-acount view format. Selecting a single account tile will navigate you to all transactions listed under that account. Selecting View all Accounts will navigate you to the Manage Accounts page.

Single account desktop view

account tile showing single consumer checking account

Multi-account desktop view

account tile showing multiple accounts

Mobile view

mobile account tile showing carousel

Note: In mobile, you can swipe or use the pagination controls on the carousel to see all accounts set as favorites.

You can perform the following actions from Options (option menu icon) on account cards depending on the account type and your FI's configuration:

  • View activity—opens the Transactions tab on the Account Details page.
  • View details—opens the Details & Settings tab on the Account Details page.
  • Nickname—opens the Account Nickname window to assign a nickname to the account.

Account information

The following information may appear on the Home page for each account:

Account information on the Dashboard Home page
Name Description

Account name

The default name for the account or a custom nickname that you create in Settings.

Account number

The masked account number. Depending on your FI, your whole account number or a part of your account number will be shown.

Balance

The balance and balance type (Available and Current) for the account.

Note: There may be one balance followed by Transactions Pending instead of two balances, depending on FI settings and the presence of pending transactions on the account. There may also be a Minimum Payment Due amount, a Next Payment Date, or other payment information, depending on the account type and FI settings.