You can follow our step-by-step Customizing Your Access Guide, or use the instructions below to personalize your Online Banking dashboard, profile, and account settings.

To customize your dashboard, select the ellipsis (…) next to your Accounts section. From the menu, you can:

• Add or link accounts
• Choose Compact, Expanded, or Totals to change how your accounts are displayed
• Select Organize Dashboard to customize the cards shown below your accounts

After selecting Organize Dashboard, drag the cards into your preferred order, select X to remove a card, or select + Add a card to add another feature. When finished, select Done to save your changes.

To customize your profile, select the profile icon in the upper-right corner and choose Profile. Select the pencil icon to update your profile picture, preferred name, or contact information.

To customize how an account is displayed, select Baker Boyer from your settings and choose the account you want to update. You can:

• Turn account display options on or off
• Choose whether balances, activity, and transactions are shown
• Select Rename to give the account a personalized name
• Select + Add alert to create balance or transaction alerts

For more detailed instructions on creating alerts, please view our Account Alerts instructional guide.