Here's how to personalize your accounts:
- Select More > Profile and settings from the main menu.
- Select Personalize accounts.
- Use the parallel lines to drag and reorder accounts in the list.
- Select the pencil icon to rename an account.
- Select the eye icon to show or hide an account.
More on accounts
Customize account groups (Commercial)
Rearrange, show or hide, and share account groups across your memberships. Get step-by-step instructions to customize them.
Print and export transactions (Commercial)
Filter, download, and print transaction history in multiple formats, including CSV, OFX, and BAI2. Get step-by-step instructions to export or print.
Update profile settings (Commercial)
Keep your email address and SMS number current. Get step-by-step instructions to update your contact information.
We're here for you every step of the way.
Check out our support centre for step-by-step instructions on new and returning features.
- Schedule a call
Send us an email
Email us and we’ll respond within one business day.
Phone:
Give us a call at 1.877.378.8728 to speak with someone right away.