Customizing accounts.

Customize your accounts for an easier view based on your personal preference.

1. Access the customize accounts button from the home page or from the main menu under your profile icon.

2. Once you get to your accounts page you can choose how accounts are displayed from the drop-down menu:

1. Membership view (grouped by membership).

2. Product view (chequing, savings, loans, etc.).

3. List view (no grouping).

3. On the web app you can also reorder your accounts to match your preferences by clicking the hamburger icon ≡ and dragging them to your preferred order:

1. Move accounts within a group.

2. Reorder entire groups.

4. To customize your accounts just click the pencil edit icon.

1. Update your account name.

2. Set it as your main account.

3. Toggle visibility on/off (this can be undone at any time).

1. Turning visibility off makes your account invisible on the home page but you can still see it listed as “Not visible” in our accounts page.

2. Your main account cannot be hidden.