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How do I name my accounts?

To help manage the accounts that appear in the widgets on your Home page, you can give them names. Here’s how: 

  1. Hover over the widget containing the accounts you’d like to name, and additional icons will appear in the upper right corner. 
  2. Select the settings icon


     

  3. On the settings screen, in the “Account name” column, you can enter names for each account. 
  4. When you’re ready, select Save

You’ve successfully named your accounts.  

Note: These custom names will only be displayed on your Home page. Other users won’t be affected. 

 

 

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