Online Banking and Mobile App Resources Dashboard
Online & Mobile Banking Guides
Frequently Asked Questions
Intuit Desktop Help
Find user guides and frequently asked questions for online banking and our mobile app!
The Dashboard provides an overview of your accounts, transactions and includes shortcuts to functions like; Transfers, Pay a bill, Pay a person, Messages and eStatements.
Note: The Transactions card on your Dashboard is a list of all transactions for all of your accounts. To view the transactions for a specific account, select the account that you wish to view.
PERSONALIZE YOUR DASHBOARD
The Dashboard is divided into sections (aka cards) that can be added, removed, resized and reorganized to fit your preferences.
2. Here are the options in the Accounts section when you select the ellipses … symbol:
NOTE: Changes made to the Accounts section will appear in both online banking and the mobile app.
NOTE: Changes made to the Dashboard will appear in both online banking and the mobile app.