How to Customize Your Dashboard

New online banking dashboard

What is Dashboard Customization?

Organize your dashboard and accounts by creating groups, different dashboard views, add a profile picture, and account nicknames. 


Expand / Collapse / Hide Your Accounts

You have the ability to expand and collapse your accounts, and hide them if you don't want them visible on your dashboard. 

Look for the arrow symbol to collapse your grouped accounts based on shares/loans for example. 

Expand accounts one

Need to expand them so you can visibly see them, just click on the Expand Share Accounts black bar. 

Expand accounts two

This is an example of collapsed accounts so you have less visible accounts on your dashboard. 

Expand accounts three

To hide an account, click on the three dots at the top right corner of the account and select "Hide Account". 

Hide accounts

To show an account that you have hidden, click the Gear icon at the top right and then on the account listed, click the Eye icon to make it visible on your dashboard. 

Make an account visible




Create Groups

You can select the Gear icon (top right - 'Dashboard Customization')

Create Groups


Select "Create a New Group"

Create a new group


Group names


  • Type a Group Name.
  • Choose a Group Color if you want. 
  • Select accounts you want to add.
  • Click “Create Group






Dashboard View: Tile or List

Click on Tile View or List View (top right)

dashboard view

Tile View:

tile view

List View:

list view




Profile Picture

Click on the circle image (top left)

Profile picture

Under User Settings, click on Camera icon

Click camera icon

Select an image from your computer / mobile phone


View our short video on how to update your personal information




Account Nicknames

From your Dashboard, select the account you want to edit

Click on the Pencil icon to edit your Account Nickname, then click "Save"

Pencil icon    

save button



Digital Banking Frequently Asked Questions

Of course, with change comes uncertainty, and we understand that technology is no exception. That’s why we’ve gathered up the answers to a few questions we think you might have about our new digital enhancements. 

Online & Mobile Banking App FAQs


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