Accounts

Under accounts & statements, you’ll be able to see detailed information about each of your accounts. Depending on the type of account, it will include information such as balance, interest, the account and routing number, and when the balance was last updated.

If you have multiple accounts, you should enroll in each one separately. For example, you may enroll in digital banking using the account information for your personal checking account, and then you’ll need to enroll again using the information for your small business account.

Certain accounts are not eligible for digital banking, such as commercial accounts.

You may have accidentally hidden an account from view. Go to settings, click on the accounts tab and view the account visibility section to see if you have any hidden accounts. If you need further help, please call 1-800-823-2265 (TTY 1-800-343-6145).

Log in to digital banking. Go to accounts & statements, select the account name and choose enroll in online statements. Verify your email address and select save. If you have more than one account, you can enroll all of your eligible accounts in online statements by selecting that checkbox.

You can remove accounts from your planning and budgeting tools, remove them from the dashboard and quick glance, or remove them entirely from digital banking.

To exclude an account from your planning tools, including from your budget, goals and current monthly status totals, go to accounts & statements, select the account name, choose manage my account then move the setting for exclude from planning to excluded.

To undo this or include an account in your planning tools, go to accounts & statements, select the account name, choose manage my account then move the setting for exclude from planning to included.

To exclude an account from quick glance, go to settings, select mobile and view quick glance visibility. Uncheck the box next to accounts to hide that account’s balance within quick glance. Uncheck the box next to recent transactions to hide the account’s recent transactions within quick glance.

To completely remove an account from view in digital banking, go to accounts & statements, select the account name you wish to omit from digital banking entirely and choose manage my account, then hide from view. You can’t change this back within digital banking and will need to call us at 1-800-823-2265 (TTY 1-800-343-6145).

An account used for recurring bill payments or scheduled transfers can’t be omitted from digital banking.

You can choose to have an account be visible in the dashboard, quick glance, both or neither. Start by going to settings.

You can choose whether to have an account be visible in quick glance.

  • From settings, select mobile and view quick glance visibility.
  • Check or uncheck the box next to show accounts to show or hide that account’s balance within quick glance.
  • Check or uncheck the box next to show recent transactions to show or hide the account’s recent transactions within quick glance.

From your phone or computer, you can lock and unlock your debit card. Log in to digital banking or the mobile app, select My debit cards and move your setting to locked or unlocked.

Go to accounts & statements and select the account you’d like to manage. Click on manage my account and choose update overdraft choices. After reviewing your options, download and read the overdraft disclosure, make your selection, then select save.

From accounts & statements, select the account you’d like to name and click the pencil icon next to the name. Enter the new name and save.
An account that’s used for bill payments or has transfers scheduled can’t be hidden from digital banking.
Some customers with both personal and small business accounts may now have separate profiles based on account ownership. If you believe this is an error and both accounts have the same ownership structure, please contact us at 1-800-823-2265 (TTY 1-800-343-6145).

In digital banking go to accounts & statements, select the account name, select online statements and choose the month you’d like to view.

Digital banking suggested topics

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How do I enroll in online statements?
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