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

To Configure an Account Display Name

  1. In the navigation menu, click or tap Settings > Account Preferences. The Account Preferences page with a list of accounts grouped by type appears.

  2. On the Account Preferences page, do the following:

    • Click or tap the account you want to change.

    • Click or tap pencil icon to edit Online Display Name.

    • Enter a nickname for the account, then click the check mark button. If the account already has a nickname you wish to delete or edit, click the pencil icon next to the nickname. Delete the nickname by clicking or tapping the X within the nickname field. Click or tap the cancel button to ignore changes.

    • Toggle the Account Visible button to choose whether the account is displayed on the Home page.

To Configure the Order That Accounts Appear In

  • In the Account Preferences page, use the up and down arrows to determine the order of each account.