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HOW TO Texell.org Member: How can I customize my account names and the order in which they are listed? e-Branch: You can easily customize all of your accounts using the Account Preferences page! Simply follow these steps: 1. Log in to your e-Branch Home Banking account. 2. Once you have logged in to your e-Branch account, select Preferences from the left hand navigation menu. 3. Then select Account. Change My Account Preferences Page 1 of 2 MyAccount

change My Account - Texell Credit Union · HOW TO Texell.org Change My Account Preferences (Continued) Page 2 of 2 4. On this page you can: • Change the display order of your accounts

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HOW TO

Texell.org

Member: How can I customize my account names and the order in which they are listed?

e-Branch: You can easily customize all of your accounts using the Account Preferences page!

Simply follow these steps:

1. Log in to your e-Branch Home Banking account.

2. Once you have logged in to your e-Branch account, select Preferences from the left hand navigation menu.

3. Then select Account.

Change My Account Preferences

Page 1 of 2

MyAccount

HOW TO

Texell.org

Change My Account Preferences(Continued)

Page 2 of 2

4. On this page you can:• Change the display order of your accounts – Smaller order numbers will appear in lists before larger numbers.• Enter a display name for each of your accounts – Your display name will be used in all areas of e-Branch.• Change the Default History Amount – Enter the default amount of history presented on the Account History

page for each individual account. For example, you may want to see the last 50 items for your checking account, but the last 365 days for a loan account.

NOTE: It is possible to enter a default history amount that is greater than the history available on the account. In that case, we will display all available history for the account. The oldest history transaction available will also be displayed at the bottom of the Account History page.

5. Once you enter your preferences on this page, click Submit. You will be asked to confirm your changes, and they will be immediate.