Resources

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Online/Mobile Banking Guides

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Frequently Asked Questions

  • Find helpful answers to questions pertaining to online banking, our mobile app and more here

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Customer Support

Online Banking Support
(800) 551-6098

Dashboard

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The Dashboard provides an overview of your accounts, transactions and includes shortcuts to other functions including transfers, mobile deposits, bill pay, pay a person and messages.

dashboard

Personalizing your Dashboard

The dashboard is divided into sections (also known as cards) that can be added, removed, resized and reorganized according to your preferences.

  1. Find any section of the dashboard, and select the ellipses option to customize settings for each card section.
  2. After selecting the ellipses the options in the Accounts section include:
    dashboard 
    1. Organize accounts: Select an account, then drag & drop the selection to reorder accounts.
    2. View: Change the selection to be compact, expanded or to show your account totals for cash, credit balance, borrowed funds and investments.
    3. Organize dashboard: Select a card, then drag & drop it into the desired position. To remove a card, select the X next to it. Selecting +Add a card will allow the option to add new card topics to the dashboard. When the dashboard is organized the way you like, select Done.

      NOTE: Changes made to the Accounts section will appear in both online banking and the mobile app.

Organize Dashboard

  1. Scroll to the bottom of the dashboard and click on the Organize dashboard button.
  2. Drag & drop the cards to organize the layout of your dashboard, or select + Add a card.
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    NOTE: Changes made to the dashboard will appear in both online banking and the mobile app.

  3. When the dashboard is organized the way you like, select Done.