Accounts
The Accounts page provides a summary of all the accounts that your financial institution assigns to you. The system, by default, splits the account information into assets and liabilities. However, your financial institution has the ability to classify the account information in different display groups.
The Assets category of accounts includes the account summary for checking, savings, and certificate of deposits accounts, and the Liabilities category of accounts includes the account summary for all loan accounts.
Note:
- Depending on an account's security settings, the system displays one or more characters in the account number with a masking character such as *.
- If you have access to additional functionality, the system may display additional submenu items on the Accounts page. To access the account summary, you may need to click Summary on the Accounts page.
Additionally, you can print accounts summary.
To print accounts summary:
- In the header row, next to different display group names, click
Print. The system displays the browser printing settings page along with the print preview.
- Select the appropriate printing options.
- Depending on the browser, click Print or OK. The system sends the account balance information to the printer that you selected.
Apart from the Summary submenu item, the system displays the following functionality and submenu items on the Accounts page:
Download Transactions
Use to download transactions for one or more accounts.
Use to access the account information for the selected account. The system displays the Account information page when you click anywhere on the account nickname row.
Use to access cash position reports.