The Account Dashboard remains fixed across all account pages and provides quick access to:
- Account Title
-
add or remove Bookmarks on your Home page -
view Signature cards -
Quick Print to print the page or Advanced Print to customize your print -
Edit mode for account maintenance - Date Opened or Loan Date
- Address
- Nickname
- Tax Names, Owners and Signers with Tax Identification Numbers (SSN or EIN)
- A View all link to more relationship information if multiple relationships exist
-
Additional pages with more detailed account information
- 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 in the banner
- Current Ledger (Checking and Savings)
- Memo Ledger (Checking and Savings)
- Current Available (Checking and Savings)
- Memo Available (Checking and Savings)
- Pending Transaction (Checking and Savings)
- Current Statement Rate (Checking)
- Current Effective Rate (Savings)
- Current Balance (Certificates)
- Memo Balance (Certificates)
- Term (Certificates)
- Maturity Date (Certificates)
- Current Rate (Certificates)
- Current Payment Due Date (Loans)
- Current Interest Payment Due Date (Loans)
- Total Amount Due (Loans)
- Principal Balance (Loans)
- Net Payoff (Loans)
- Past Due Amount (Loans)
- Current Rate Over (Loans)
- Account Status (Deposits and Loans)
The fields in the banner vary based on account type.