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General Information
1.
For account transaction history, click the account name to view the
Account Details
screen. From here you can view transaction details by
clicking the transaction.
2.
You can scroll through Account Summary by clicking
Next
or
Previous
at the
bottom of the summary box.
3.
Click the
Edit
button, and you will be directed to
Account Preferences
where you can modify the nicknames of accounts and the order in which they
appear. The
button will print a quick summary of your current available
funds in all accounts.
4.
If you are in a hurry, there is an option for easy access
tools in the top right corner. These
Quick Action
options allow you to swiftly transfer money and view
the money manager.
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