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  • Q

    What are nicknames?

    You have the ability to change account descriptions (names) for easier recognition. With this feature, you may also elect not to display selected accounts. Selecting the Change Account Descriptions feature displays all (active and inactive) accounts that may be given an easily recognizable name. To use this feature: 1. Click on User Options, the User Options screen appears. 2. Click on the Change Account Descriptions link, all accounts will appear showing the default names assigned by the Financial Institution. Assigning a new description to any account displayed : 1. Remove or modify any characters from the account nickname field you wish to change. 2. Enter the new name of the account (s) in the account description field. 3. Click on the Change button to save this entry, the newly named accounts now appear on the list of accounts.

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