Did you know in the Online Banking Center you can create a display name for an account? This feature allows you to customize account names, which makes it easier for you to identify a specific account.
How: From the ‘Preferences’ menu, select ‘Account Preferences’. Enter a name in the ‘Display Name’ column for each account. In the toolbar above the ‘Order’ column, press ‘Submit’ to display confirmation of your changes on the ‘Account Overview’ page. You can create display names for all accounts, including transfer accounts you added with ‘Cross Customer Transfer Setup’ and ‘External Transfer Setup’.
Quick Features on Account Overview Page
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.