Switch accounts

Use the Switch accounts section to switch between accounts without navigating from the Account page. Select the account to view from the Switch accounts drop-down list. The Switch accounts drop-down list displays favorite accounts first and then displays accounts alphabetically by account type.

To switch accounts:

1. In the Switch accounts section, select an account to view from the Switch accounts drop-down list. The system displays the selected account information.

Note

Your financial institution organizes accounts in the different display groups. For accounts that your financial institution does not organize in different display groups, the system lists them under the Undefined Account Group list in an alphabetical order.

2. To view another account, repeat step 1.