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12

1.

For account transaction history, click the

account name

to view the

Account

Details

screen. View transaction details by clicking the transaction.

2.

You can scroll through the account summaries by clicking

Next

or

Previous

at the

bottom of the summary box.

3.

Click the

button and you will be directed to Account Preferences where you

can modify the nickname of accounts as well as the order in which they appear.

The

print

button will print a quick summary of your current available funds in all

accounts.

4.

Need an action done in a hurry? In the top right

corner, you will notice options for easy access tools.

These

Quick Action

options allow you to swiftly

transfer money and view the Activity Center.

The Home Screen will give you an overview of all of your accounts displayed in a

comprehensive list with available balances conveniently in one place.

To View an Overview of Your Accounts:

General Information

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