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Manage Accounts in Q2

How to nickname, favorite, and rearrange your accounts in the new online banking system

Written by James Leeson

You can manage your accounts and organize them with nicknames and favorited status by Enrolling in Personal Online Banking.

Once enrolled, log into Personal Online, click on the Settings link at the top of the page, and then click the Manage Accounts button to modify your accounts.

Nicknaming Your Account

Adding a nickname to your account changes its name in your online banking system.

  1. After clicking the Manage Accounts button, the Manage Accounts page loads

  2. Click on the three-dot menu button to the right of your desired account and then click Nickname

  3. On the Account Nickname page, type a nickname on the line and click Save

Favoriting Your Account

Marking an account as a favorite causes the account to appear on the Home page within the Accounts section.

  1. Log into Personal Online, click on the Settings link at the top of the page, and then click the Manage Accounts button

  2. On the Manage Accounts page, click the Star button to the left of any account you would like to denote as a favorite

    Note: You can also mark or unmark an account as a favorite using the three-dot menu button

Rearranging Your Accounts

Changing the order in which your accounts appear in online banking can help you organize them.

  1. Log into Personal Online, click on the Settings link at the top of the page, and then click the Manage Accounts button

  2. On the Manage Accounts page, click and hold the six-dot button to the left of your desired account and then drag that account up or down the list

    Note: You can also move an account up or down the list by using the three-dot menu button

If you need additional assistance, please contact our Customer Experience Team at 781-749-2200. We are available Monday-Friday from 8:30 AM to 5:00 PM and Saturdays from 8:30 AM to 1:00 PM (ET).

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