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Can I rename my accounts?

Yes, you can add custom names for most accounts and loans. While mortgages can be nicknamed on the screen, we are unable to look up your mortgage by nickname in our system.

Mobile

If you're using a mobile device, follow the steps below. For computers, go to the desktop steps

From your main screen, select the account you wish to nickname.

Once the account summary has loaded, select Details.

Renaming your shares in mobile, screen 1

Under Account Nickname, tap the pencil icon to edit.

Renaming your shares in mobile, screen 2

Type in the desired name for the account (special characters are not allowed).

Tap Save. A confirmation should appear at the bottom of the screen.

Renaming your shares in mobile, step 3

Desktop

If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps

From the Dashboard, select the account you wish to nickname.

Once the account summary has loaded, select Details.

Under Account Nickname, click on the pencil icon to edit.

Renaming your shares in mobile

Type in the desired name for the account (special characters are not allowed).

Click Save. A confirmation should appear at the bottom of the screen.

Renaming your shares on desktop, step 2