Account Details

What Can I Do? Change an account nickname Update an unapproved account Delete an active account Delete an unapproved account

The Account Detail page allows users to review account information. The account details include: Account Nickname Routing Transit Number Account Number Available Balance (if available) Account Type Checking or Savings Account Personal or Business Account Account status

Changing an Account Nickname

The Level 1 User or Level 2 Users can change the nickname of an account.

To change an account nickname:

1. Type your changes in the Account Nickname box.
2. Click Save Changes.
   Review your changes.
3. Click Finished.
4. The box closes and your changes are saved.

Unapproved Accounts

An unapproved account is one that was added by any Level 2 User and is ready for approval by the Level 1 User. While it is unapproved, Level 2 Users can make changes to the account nickname, routing transit number, account number, and account type.

During the approval process, the Level 1 User can make changes to account information in the Accounts to Approve section of the Manage Administration Options page. The Level 1 User can also reject the account, which removes it from the account list.

Updating an Unapproved Account

The Level 2 Users can change the routing transit number, account number, and account type of an unapproved account.

To update an unapproved account:

1. In the Account Details, type your changes in the Routing Transit Number box.
2. Retype the changes in the Confirm Routing Transit Number box.
3. Type your changes in the Account Number box.
4. Retype the changes in the Confirm Account Number box.
5. In Account Type, select Checking Account or Money Market Account from the list.
6. In Account Type, select Personal Account or Business Account.
7. Click Save Changes.
   Review your changes.
8. Click Finished.
9. The box closes and your changes are saved.

Deleting an Active Account

Only the Level 1 User can delete an active funding account. If you close an account or no longer want to use an account to make payments from Branch Business Bill Pay, the Level 1 User can remove it from the accounts list. Deleting an account cancels all pending payments paid from the account, including automatic payments and repeating transfers.

Tip: If you've made any payments from the account you want to delete, you may want to move them to another account.

Before you delete an account, consider whether it is the one from which service fees are withdrawn. If it is, you must select a different account from which to withdraw the fees. Go to Administration and select the option to change the service fee account.

To delete an active account:

1. On the Manage Account Options page, click the account number for the funding account you want to delete.
   The Account Details page opens.
2. Click Delete.
3. Review the message and then click Yes, delete this account.
4. The box closes and your changes are saved.

Note: The Level 1 Users can only delete an account if it is an active account.

Deleting an Unapproved Account

Only Level 2 Users can delete an unapproved funding account.

To delete an unapproved account:

1. On the Manage Account Options page, click the account number for the funding account you want to delete.
   The Account Details page opens.
2. Click Delete.
3. Review the message and then click Yes, delete this account.
4. The box closes and your changes are saved.

Note: The Level 1 User can only delete an unapproved account through the Reject section of Administration.