Business Online Banking and Mobile App Resources Dashboard
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Find user guide and frequently asked questions for online banking and our mobile app!
DASHBOARD
The Dashboard provides an overview of your accounts, transactions and includes shortcuts to other functions including transfers, pay a bill, pay a person, messages and eStatements.
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:
a. Organize accounts: Select an account, then drag & drop the selection to reorder accounts.
b. View: Change the selection to be compact, expanded or to show your account totals for cash, credit balance, borrowed funds and investments.
c. 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.
NOTE: Changes made to the Accounts section will appear in both online banking and the mobile app.
ORGANIZED DASHBOARD
1. Scroll to the bottom of the dashboard and click on the Organize dashboard button.
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.