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Online Banking Tip of the Day: Create the Order to View Accounts on the Overview Page

July 26, 2012

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.

Related Tips:
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. 
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Online Banking Tip of the Day