Nicknaming accounts

If you're an admin, you can organize and personalize your checking and savings accounts by giving them unique nicknames.

Here's how to do it:

1. Go to your Accounts page from the left sidebar menu
2. Click into the account you want to nickname
   • Note: Only checking and savings account names can be edited
3. Hover over and click on the account name to edit inline
4. Enter a nickname using letters, numbers, or emojis, then hit
5. Enter to save

The new account nickname will be immediately visible to everyone who has access to the account.

Removing a nickname

Follow the same steps above to edit inline. Enter a new nickname or remove it entirely for the account name to default to the last four digits. Hit Enter on your keyboard to save.