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Online Glossary

 

Online Banking Help

Preferences > Account

 

Page Review: Account Preferences

The Account Preferences page allows you to customize the way your accounts and account information is presented. On this page you can:

 

  • Change the default account display order - Smaller order numbers will appear in lists before larger numbers. When accounts are grouped, as on the Account>Overview page, your selected order will be honored within the group.

 

  • Enter a nickname for each of your accounts - Your nickname will be used in all areas of online banking. NOTE: Account numbers in online banking may be masked for the security of your financial information; however, if you need to reference account numbers often, you may choose to enter the full account number as your nickname, or part of your nickname.

  • Change the Default History Amount - Enter the default amount of history presented on the Account>History page for each individual account. This reduces page display times for accounts with larger amounts of history. For example, you may want to see the last 50 items for your checking account, but the last 365 days for a loan account.

    NOTE: It is possible to enter a default history amount that is greater than the history available for the account. In that case, we will display all available history for the account. The oldest history transaction available will also be displayed at the bottom of the Account>History page.

 

  • Once you enter your preferences on this page, click ‘Submit Changes’. You will be asked to confirm your changes, and they will be immediate.

 

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