The following actions are available when modifying a group:
- Update the group name.
- Designate a group as the default group.
- View accounts currently assigned to the group in a selected state and remove them by clearing the selection.
- View all other available accounts and add them to the group by selecting them.
Within online banking:
- Navigate to the Home Page/My accounts screen.
- Select the "Customize Home Screen" button.
- Select the "Account Preferences" button.
- Select the "Groups" tab.
- Select the Group name that needs modified.
- Select the "Edit" button.
- Make the desired modifications.
- Review the modifications and select the "Update group" button.
- Review the confirmation screen for success or failure.