Account Dashboard

Account Dashboard with Date open, Address, Nickname, Account Title, and Name.

The Account Dashboard remains fixed across all account pages and provides quick access to:

  • Account Title
  • Ribbon with or without a checkmark to indicate if an account or customer is bookmarked or not. add or remove Bookmarks on your Home page
  • Paper and pen to indicate signature card. view Signature cards
  • printer with paper to indicate printing. Quick Print to print the page or Advanced Print to customize your print
  • Pencil indicating edit capabilities. Edit mode for account maintenance
  • Date Opened or Loan Date
  • Address
  • Nickname
  • Tax Names, Owners and Signers with Tax Identification Numbers (SSN or EIN)
  • View all link to more relationship information if multiple relationships exist
    • Summary
    • Balances
    • Activity
    • Codes
    • Relationships
    • Transactions
    • History
    • Checking Loan (Checking)
    • Maturity (Savings and Certificates)
    • Payment (Loan)
    • Escrow (Loan)
    • Interest/Fees (Loan)

    Pages vary based on account type.

  • Important account information based on Account Type

Related Information

Search for account information