- View a listing of accounts accessible within Digital Banking.
- Shortcuts to ‘Bill Pay’ and ‘Deposit Check History’ are located on the right side of the screen.
- Click the ‘Link Institution’ button to pull in information from your other bank or credit union accounts.
- Select the Personal Finance Manager Tools to manage your finances.
- Net Worth
- Budget
- Spending
- Trends
- Debts
- Select the ‘Options’ icon next to each account to reveal multiple available quick actions.
- Select and drag any account to the envelope icon which appears at the bottom right side of the screen to create a new account group.
- The new group created can be renamed by selecting the pencil icon. Additional accounts may be dragged into the new group or additional groups created.
NOTE: Additional account(s) may be moved into the newly created group or additional group(s) may be created if needed by repeating step 6. - Click on the pie graph at the bottom of the screen to view a distribution of funds across accounts accessible within Digital Banking.
Find anything about our product, search our documentation, and more. Enter a query in the search input above, and results will be displayed as you type.
Searching... 
