Customizing your account order

You can customize your dashboard and the way your accounts appear by reordering them based on your personal preference. Here’s how:

  1. On web, go to your Accounts page from the left sidebar menu.
  2. Hover over the account you’d like reordered. You’ll see the option to click and drag the account on the left.
  3. Once dragged and dropped, the order will be saved. Repeat as needed.
  4. Your new account order will immediately reflect on the Accounts overview page, your sidebar, on the main dashboard, mobile apps and any account dropdown when transacting.

This is a personal setting so changing the order of accounts won’t change the order for other team members.