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Customize account labels

You have the ability to customize the name or label of your account(s) as it appears in the menu of your Account Statement screen.

To customize an account label:

  1. From the user menu, select Personal Settings.
  2. Click the Account Management button on your Personal Settings screen. Your account(s) are displayed under the heading Custom Account Label.
  3. Click on the Edit.. link at the base of the list of your accounts.

    The Set Custom Account Labels dialogue box appears.

  4. Enter the new label name beside the account you want to rename.

    Note: The maximum label length is 18 characters. Special characters such as single and double quote marks, ampersand symbols and tab characters can be included in the name.

  5. Click Save.
  6. To remove the label, delete it from the Set Custom Account Labels dialogue box and click Save.