Customize Your "Dashboard"

The dashboard enables you to customize the information you see when you log into Online Banking. The feature is optional, but provides many benefits if you choose to use it. The option will give you the ability to customize your Online Banking home screen with widgets to view account balances, transactions, perform transfers, and much more.

Setting Up The Optional "Dashboard" Feature:

To start customizing your Online Banking experience, log in and complete the following steps.

1. Click on the menu option called "Dashboard". If you like, you can set this page as the first page you see when you login by checking, "Set as start page". You can always return and un-check this option to disable it later.

2. To begin customizing your page, click "Configure this page" and select the items you'd like to see from the window that appears.

3. The top of each widget includes tools for customizing the widget.

  • The settings symbol (gear button) enables you to configure information available to you inside the widget.
  • The green arrow will take you to the main page that corresponds to the widget.
  • The red "X" will remove the widget from the main screen.

Available Widgets:

Widget:
Description:
Express Transfer

Set up one time transfers between accounts.
(Note: This does not include cross account transfers or principal only loan payments. These options are available through the "Transfer" page in Online Banking. )

Alerts

View current alerts.

Messages

Links to new secure messages.

Download

Complete a manual download of selected account transactions.

My Accounts

Displays the accounts you chose for the My Accounts widget. You can also find links to transactions and other account information here.

Recent Transactions

Displays the last 10 transactions for the accounts you choose.

Recent Transfers

Displays recent transfers.

Electronic Documents

Links to e-Statements and e-Notices for accounts you are the primary owner of.  (Note: If you select an account that you are joint on, you may receive an error message.)

Scheduled Transfers

Displays transfers that are scheduled to take place.

Welcome

A default widget that displays your name and last log in. It also provides a way to update your e-mail address.

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