Search for account information

You can view account information on the Account Summary page that appears with the Account Dashboard. You can access additional pages for more detailed information. The additional pages are dynamic, based on account type.

How do I search for account information?

If you do not have an account number, you can search for customer information first.
  1. Enter the entire Account Number or the last four digits and select the account type from the Category list.

You can also select Image of interacting circles to indicate an advanced search that includes more search options to use the advanced search features.

  1. In the search results, select the Account Number link

or select Book to indicate preview. to verify the account.

  1. View Account Classification, Recent Transactions, or scroll down the page to view specific classification, balance, activity, overdraft, interest, holds, sweep, or charge information, depending on the account type.
  1. Optional:
    Use Image of paper and printer to indicate print. to access the Quick Print or Advanced Print options.
    Select additional pages to view more account information.

Related Information

Account Dashboard

Search for customer information

View Codes