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Online Banking Tip of the Day: Customize the Order that Accounts are Listed

August 16, 2013

Did you know in the Online Banking Center you can customize the order that your accounts are listed?  This is helpful when you have accounts that you view and utilize more than others.
How:  From the ‘Preferences’ menu, select ‘Account Preferences’.  Enter a numerical value in the ‘Order’ column for each corresponding account and press ‘Submit’ located above the ‘Order’ column.  When entering your order, start with 1 for the account you want to appear at the top of your list, and so on.  The order you create will be apparent in your list of transfer accounts together with all areas of the Online Banking Center and the Mobile Banking App.  The ‘Overview’ page is grouped by account type and then follows the order you create.

Related Tips:
Create a Display Name for an Account
View the Product Type for an 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