Grouping Home Page Account Tiles

Account Tiles

You can move account tiles to customize the appearance of the homepage.

To move an account on the homepage

  • Click and hold or tap and hold a tile
  • Drag the tile to a new location and release

Creating Account Groups

You can create Groups of accounts

  • Drag an account tile to the New Group icon that appears while a tile is being moved
  • When you drop the tile a box appears
  • Enter a name for the new group
  • Click the check mark to save the changes

Renaming a Group

To rename an account group:

  • Click the pencil icon next to the name
  • Edit the name
  • Click the check mark to save the changes.
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Last updated on August 19, 2019.