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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.

Renaming shares in mobile, step 1

Once the account summary has loaded, select Details. Under Account Nickname, tap the pencil icon to edit.

Renaming shares in mobile, step 2

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

Tap Update. You’ve successfully renamed your account!

Renaming 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.

Renaming accounts on desktop, step 1

Select Details. Next to the Account Nickname, click the pencil icon to edit.

Renaming accounts on desktop, step 2

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

Click Update. You’ve successfully renamed your account!

Renaming accounts on desktop, step 3

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