On the Home page, the Accounts area lists every account whose history you can view. For each account, you can see the account name, the last few digits of the account number, and the balance.
Accounts that include a label (
) are serviced by a third-party vendor and will open a new window in order to display transaction information. If you configure nicknames for accounts in Settings > Account Preferences, the nicknames appear. You can drill down into any account with your FI to see account details, where 100 transactions are displayed per page.
When you click or tap an account with the External label, a new page linked to a third-party vendor opens in either a new browser tab or a window overlay on the Home page.
The sidebar includes some or all of the following:
