Configure Widgets on the Online Banking Portal Page

Perform the following steps to configure widgets for your customized Online Banking portal:

  1. Click the Home tab to access the portal.

  2. Do one of the following:

    To…

    Go to…

    Add a widget

    Step 3

    Move a widget

    Step 4

    Delete a widget

    Step 5

    Edit a widget

    Step 6

    Refresh data in a widget

    Step 7

  3. To add a widget:

    1. Click the dropdown arrow under the Home tab to reveal the panel of available widgets.

    2. Click on the widget to be added.

    3. Drag and drop the widget to the desired location.

    4. Go to step 2.

  4. To move a widget:

    1. Drag and drop a widget to the desired location.

    2. Go to step 2.

  5. To delete a widget:

    1. Click the X in the widget.

    Note: The Ads and Notifications widgets cannot be deleted.

    1. Go to step 2.

  6. To edit a widget:

    1. Click the Configure icon () and perform the type of configuration permitted. Depending on the widget, you may establish the number of rows per page, alert periods, or accounts to be displayed.

    2. Go to step 2.

  7. To refresh the data in the widget:

    1. Click the Refresh icon.

    2. Go to step 2.