Customize Your Accounts
The Customize Your Accounts page is used to define information about your Online Banking accounts. For accounts you have with us, you can personalize account descriptions, select the accounts you want visible on Online Banking pages, and choose to pay account bills electronically. For external accounts, you can personalize the account descriptions.
You can access the
Customize Your Accounts
page
by clicking the
Customize Your Accounts
link on the
Customer Service Index
page.
- Click
the Customer Service tab.
Result: The Customer Service Index page is displayed.
- Click
Customize Your Accounts.
Result: The Customize Your Accounts page is displayed.
- If you want a personalized account name to be displayed when you use Online Banking, enter a Description.
- You can choose what
account information you want to view online. Select Hide Account if you no
longer want to view the account information online. Deselect Hide Account if
you want to view information for the account online.
Note: You must be able to view at least 1 account online. Also, if you change this information for a sub-account of a main account (for example, a time deposit on a CD) all other sub-accounts are automatically changed as well.
- If Bill Payment is
available, you can change which account is used to pay bills or add another
account from which to pay bills. Select Use for Bill Payment if you want to pay
bills from the account. Deselect this option if you no longer want to pay bills
from the account.
Note: When you deselect an account for Bill Payment, any scheduled payments are automatically deleted. If you have only one account that can be used to pay bills and want to deselect it, please contact us to complete this change.
- Click Submit.
Result: The Customize Your Accounts Confirmation page is displayed.
Parent topic: Banking Customization