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Online Banking Tip of the Day: Create a Display Name for an Account

August 15, 2013

Did you know in the Online Banking Center you can create the name that is displayed for an account?  This feature allows you to create nicknames for your accounts, making them easier to recognize.
How:  From the ‘Preferences’ menu, select ‘Account Preferences’.  Enter what you want displayed in the ‘Display Name’ column for each corresponding account and press ‘Submit’ located above the ‘Order’ column.  You can create display names for all your accounts, including transfer accounts you added with ‘Cross Customer Transfer Setup’ and ‘External Transfer Setup’.  The display names you create will be evident in all areas of the Online Banking Center and the Mobile Banking App.

Related Tips:
Add A CNB Customer’s Account to the List of ‘Transfer To’ Accounts
Steps For Transfers With an External Account

If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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Online Banking Tip of the Day