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Online Banking Tip of the Day: Sorting Accounts on Overview Page by Current Balance

March 18, 2014

Did you know in the Online Banking Center you can sort the accounts on the ‘Overview’ page by current balance?  This is a quick way to list accounts according to their current balance and see how they compare with each other, like which checking account has the most in it, or which loan has the lowest balance.
How:  On the ‘Account Overview’ page, click the ‘Current Balance’ column header in any of the account type groups.  All accounts will be listed according to current balance, grouped by account type, in ascending or descending order.  Click the ‘Current Balance’ column header again to reverse the order.

Related Tips:
Identify an Account with a Display Name
Quick Features on Account Overview Page
Quick Transfers on Account Overview Page

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