Account Management

How to find your account number

Desktop

• From the Dashboard, click on the tile of the account you are needing the account number for.
• Select Account Details.
• Your account number is listed as ACH Account Number.

Mobile

• From the main page, click on the tile of the account you are needing the account number for.
• Select Account Details.
• Your account number is listed as ACH Account Number.

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Add a Nickname and/or Hide an Account

Desktop

• Select Manage Profile & Account Settings.
• Go to the Accounts tab and select Manage Accounts.
• Click on the pencil to the right of the account you wish to nickname or hide.
• Add your desired nickname and click Save.
• Click the box next to Hide This Account.

Mobile

• From the More menu, select Manage Profile & Account Settings.
• Click Accounts.
• Click on the pencil to the right of the account you wish to nickname or hide.
• Add your desired nickname, click Save.
• Switch the toggle on to Hide This Account.