Frequently-Asked Questions : Viewing Account Information

Limiting the number of accounts that are visible on the account summary screen (home page)

You can choose which accounts are visible on the account summary screen (the home page) by marking the accounts you want to be visible as “favorite” accounts.

To make an account a favorite, follow these steps:

  1. On the account summary page, click on the star just below the name of the account. This will list the details of your account.
  2. Find the “Favorite” field and change the value to “Yes”.
  3. Click the “Save” button.
  4. Repeat the steps for each account you wish to set as your favorite.

To view only your favorite accounts, follow these steps:

  1. On the account summary page, click on the “Options” link located in the upper right-hand corner of the page.
  2. From the drop-down menu, choose “Show only favorite accounts.”

All of your accounts that are not marked as your favorite will be hidden and you will only see your favorite accounts.

If you would like to show all of your accounts, not just your favorites, follow these steps:

  1. On the Account Summary page, click on the “Options” link located in the upper right-hand corner of the page.
  2. From the drop-down menu, choose “Show only favorite accounts.”

All of your accounts should now be visible.