The Dashboard is divided into sections (aka cards) that can be added, removed, resized and reorganized to fit your preferences.
- Find any section of the Dashboard, and select the ellipses option … to customize settings for each card section.
- Here are the options in the Accounts section when you select the ellipses … symbol:
a. Organize Accounts: Select an account, Drag and drop to reorder accounts.
b. View: Change the size of the section to be compact, expanded or show your account totals for cash, credit balance, borrowed and investments.
c. Organize Dashboard: Select a card and drag and drop it into the desired position. Select the X next to a card to be removed. Selecting +Add a card, will allow the option to add new card topics to the Dashboard. When the Dashboard is organized in the way that you want it, select Done.
NOTE: Changes made to the Accounts section will appear in both online banking and the mobile app.
