New Feature Spotlight: Organize Your Accounts, Your Way

Take control of your Online Banking dashboard with Custom Account Grouping!
Now you can personalize how your accounts are organized by creating custom groups that fit your financial needs. Whether you want to group accounts by family, savings goals, or business purposes, it's easy to make your dashboard work for you.


With Custom Account Grouping, you can:

  • Create and name your own account groups
  • Move accounts between groups with simple drag-and-drop
  • Reorder accounts and groups to match your preferences
  • Replace the default account organization with a personalized view
Getting Started
Access Organize Accounts from the dashboard menu (three dots next to the search bar) or navigate to Tools > Settings > Accounts > Organize Accounts. Create a group, give it a name, and add the accounts you'd like to include—it's that simple!

Personalize your dashboard and keep your finances organized your way.