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Online Banking Tip of the Day: Adjusting an Account Display Name for Easy Recognition

October 31, 2012

Did you know you can adjust a display name for an account to make it easier to recognize?
How:  Select ‘Account Preferences’ to create or adjust the display name for an account.  Enter a ‘Display Name’ and press ‘Submit’.  Display names for multiple accounts can be submitted together or a single account by itself, and can be adjusted at any time.  Display names can be created for both cross customer transfer and external transfer accounts that have been linked.  This helps for easy recognition when making funds transfers.  Creating or adjusting an account display name can only be done in the Online Banking Center, but the display name will be used in both the Online Banking Center and in Mobile Banking.

Related Tips:
Creating nicknames for accounts to appear on the Overview page
Customize your account register view
Cross Customer Transfer
External Transfers

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