Did you know you can create the order to view your accounts on the ‘Overview’ page?
How: Select ‘Account Preferences’ from the ‘Preferences’ area of the main menu and enter a different value for each account in the ‘Order’ column. Start with 1, the account you want to appear at the top of the list, and so on. The ‘Overview’ page is grouped by account type and then the order you selected. Click ‘Submit’ to have the ‘Overview’ page reflect the order you have created.
Creating nicknames for accounts to appear on the Overview page
Customize your account register view
If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.