Frequently-Asked Questions : Viewing Account Information

Changing the name of your accounts

You can change the name of each of your accounts in the Online Branch. For example, you can change a savings account to “My Vacation Fund”.

To change the name of your account, follow these steps:

  1. On the Account Summary page, click on the “Account Details” link in the menu on the left of the window.
  2. Then click on the “Edit Account Details” link in the menu that appears.
  3. Find the account in the list that you would like to change the name of.
  4. Type the new name in the “Nickname” column.

    Tip: If you can’t type in the nickname field, it is probably because the account you want to rename is a linked account. If that is the case, log into that linked account using the username and password for that account. Then change the name there.
  5. Press the “Save” button.

The new name should now appear in your list of accounts.