First Time Login Priority Accounts

Upon first time logging in, you will be able to select which accounts are your Priority Accounts. This allows customization to account groupings, account nicknames, and the order of the accounts.

*This feature is for commercial accounts only. Interested businesses can reach out to Treasury Services for more information and enrollment. View the applicable fees for our business accounts.

Steps to Prioritize Accounts

1. Upon initial login, you will need to select View all accounts
   

2. Select the star next to the account to designate, or remove, the Priority account(s) that you desire to display on the home page