The following information may appear on the Home page for each account.
|
Account name |
The default name for the account or a custom nickname that you create in Settings. |
|
Account number |
The masked account number. For your security, only the account name and last part of the number may appear. For example, regular checking account number 123456789 may appear as Regular Checking 789. |
|
Balance |
The balance and balance type (Available and Current) for the account. |
|
External |
A label ( |
Note: There may be one balance followed by Transactions Pending instead of two balances, depending on the financial institution configurations and the presence of pending transactions on the account.
Tip: If the Home page includes the Account Summary graph, you can click or tap the segment of the graph that represents an account to view account information.
). The Account Graph disappears.
) to display the graph.
You can use the Account Grouping feature to categorize accounts on the Home page—both internal accounts within the financial institution and external accounts that are aggregated via personal financial management.
If using a mouse, click an account card, hold the mouse button, drag the card to a new location, and release the mouse button.
On a mobile device, tap a card, drag it to a new location, and lift your finger to drop it in that location.
To create a new account group, click or tap an account card and drag it to the New Group icon (
) that appears in the lower-right corner of the screen while a card is being moved.
When the card is "dropped" on the New Group icon, the following field appears. Enter a name for the new group and click the check mark button to save the changes.
You can easily rename a group by clicking the pencil icon (
) to the right of the title, editing the name, and clicking the check mark button to save the changes.
) indicating an account serviced by a third-party vendor.