How to Add a Nickname

How to Add Account Nicknames

Nicknames make it easier to distinguish between multiple accounts. Whether you're putting money aside for a special trip or your kids, assigning nicknames allows you to quickly decipher which account is which.

You can create and update custom Account Nicknames in just a few simple steps.

From your Account Dashboard select the More menu indicated by three dots, then:

  1. Select Edit Account Nickname

  2. Enter the Account Nickname and ‘Submit’

  3. Your Account Summary page will reflect any updates

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