How to Personalize Your Dashboard

Your dashboard is the hub of your banking information. With a few steps, you can organize it to quickly and easily find what you need. Here’s how.

Reorganize

Decide what information to show on your dashboard and where.

  • Tap the 3-dot ellipses (…) at the top right of your dashboard
  • Select Organize dashboard
  • Drag and drop the cards into the order you’d like them to appear
  • Hide a section using the X or select Add a card to add a section back
  • Click Done (online) or hit the back arrow (mobile) 

Resize

You can choose to display sections in a full or compact mode.

  • Next to a section, tap the 3-dot ellipses (…)
  • Choose a small or large size

Reorder Accounts

Rearrange the order of your accounts on the Dashboard and Accounts screen.

  • Tap the 3-dot ellipses (…) at the top right of your dashboard
  • Select Organize accounts
  • Drag and drop the accounts using the card anchors
  • Click Done (online) or hit the back arrow (mobile)

Expand Account Details

Change the way your account details are summarized.

  • Tap the 3-dot ellipses (…) at the top right of your dashboard
  • Under View, select Compact to view accounts in one row, Expanded to view accounts stacked, or Totals to display a summary of deposit balances and loan totals

Add Your Picture

Personalize your account with an avatar.

  • Select the avatar at the top of your dashboard or at the end of the main menu (it’s a circle with your initials or photo)
  • Tap the pencil icon within the circle
  • Choose the method to add the profile picture (upload via online, upload or take a picture via mobile)
  • Crop photo and save
If you have questions or need assistance, email us, call us at (800) 649-0193, or stop by a branch.
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