Account groups
Group your accounts digital banking home page
An Account Group allows you to organize selected Clearview accounts and joint accounts into a group for easier viewing in online banking. You can give each ...
Mon, 24 Aug, 2026 at 10:14 AM
To view your account groups in online banking: Navigate to the Home/My Accounts page. Select the "Groups" tab to see your groups. If you'...
Mon, 24 Aug, 2026 at 10:14 AM
Within online banking: Navigate to the Home Page/My accounts screen. Select the "Customize Home Screen" button. Select the "Account Prefe...
Mon, 24 Aug, 2026 at 10:14 AM
The following actions are available when modifying a group: Update the group name. Designate a group as the default group. View accounts currently ass...
Mon, 24 Aug, 2026 at 10:14 AM
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 us...
Mon, 24 Aug, 2026 at 10:15 AM
Within online banking: Navigate to the Home Page/My accounts screen. Select the "Customize Home Screen" button. Select the "Account Prefe...
Mon, 24 Aug, 2026 at 10:15 AM