Within online banking:

  1. Navigate to the Home Page/My accounts screen.
  2. Select the "Customize Home Screen" button.
  3. Select the "Account Preferences" button.
  4. Select the "Groups" tab.
  5. Select the "+ Create group" button.
  6. Enter a name for your group.
  7. If you already have other groups, you can choose to make the new group your default.  To do so, toggle the "Set as Default" toggle on.
  8. Select "Add Accounts".
  9. Select the checkbox beside each account to add to the group or click the "Select all" button if you want to add all accounts to the group. 
  10. Select "Next" button.
  11. Order the accounts within the group, as desired.
  12. Select "Review" button.
  13. Review the group and select the "Create group" button.
  14. Review the confirmation for success or failure.


Note:  If you are adding your first group, it will be automatically set as your default group.


How do I order my accounts within a group?


When creating or editing an Account Group, you can arrange your accounts in the order you prefer. You can:

  • Drag and drop an account to a new position using the "=" button beside the account.
  • Select the three dots icon next to an account to move it to the top, up, down, or to the bottom of the list.
  • Use "Search accounts" to find a specific account and move it to the top or bottom.

Note:  Each account group will have its own account order.