Account Management

To access Account Management services,

1. Click the Account Services tab after signing onto online banking.

2. Click Account Management from the navigation links on the left side of the page. The Account Management page displays.

To add an account,

1. Click the Add New Account button. The Add Account page displays.

2. In the Account Number field, type the account number for the account you want to add to online banking.

3. Select the type of account from the Account Type dropdown.

4. Type a nickname for the account in the Account Nickname field. This is the name that appears on the Account Overview page.

5. Click Submit. If the information you entered matches the account information in the online banking system, the Add Account Complete page displays. If the account information you entered is incorrect, the Add Account Unsuccessful page displays.

6. If you want to exit from the Add Account page without adding an account to the online banking system, click the Cancel button.

To edit an account’s nickname,

1. Click the My Account Nickname link from the Account Management grid. The Edit My Account Nickname pop-up displays.

2. Type the new account nickname in the Account Nickname field.

3. Click Save. The new account nickname appears in the list on the Account Management page.

4. If you want to exit the Edit My Account Nickname page without making any changes, click Cancel.

To delete an account from the online banking system,

1. Click the trash can icon next to the account you want to delete. The Confirmation – Delete Account page displays.

2. Click YES-DELETE to delete the account from the online banking system. The Delete Account Complete page shows the account number, type, and nickname of the account you deleted. Click NO if you do not want to delete the account from online banking.

Note: If the account you are attempting to delete is your last online account, a warning appears indicating that if you delete this account, your sign-on ID and password will be inactivated along with your access to the online banking system.

3. On the Delete Account Complete page, click OK to return to the Account Management page.

To print account data:

1. Click the Print icon at the top or bottom of the page.

2. When the Confirmation pop-up displays, select the Current Page or the All Pages option to print only the current page of account data or all the account data.

3. Click Print to print the requested account data or Cancel to return to the Account Management page.