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Account Preferences

Use the Account Preferences page to create account display names (nicknames) for each of your accounts and arrange the order in which your accounts are displayed on the Home page.

Using The Search Bar

Use the search bar to search by account name, nickname, account number or product type.

Changing Cash Position Display View

  1. In the left navigation menu, click or tap Settings, then Account Preferences.
  2. Click or tap the Account you want to create or edit the display name (nickname).
  3. Click or tap the edit icon next to the account name or click or tap Edit Account Nickname.
  4. Click or tap the check mark to submit the change or X to cancel.

To change the order of your accounts, use the up and down arrows on the right hand side to change the order of your accounts.

Tip: Click or tap the Visible button to make the account visible or invisible on the Account Dashboard page.