How do I group accounts in digital banking?

You can organize your internal and linked accounts into groups, so the home page appears in a way that makes sense to you. These groups can always be changed or deleted to meet your needs.

  1. Create a new group by clicking and holding an account tile, then dragging and dropping it into the pop-up icon that looks like an envelope.
  2. Create a group nickname and click the checkmark when you are finished.

View Tutorial


To Update a Group Name
  1. Click the pencil icon to edit your group nickname.
  2. Enter a new name and click the checkmark when you are finished.

Category: Digital Banking