Change Account Preferences

The following fields and options appear on the Change Account Preferences:

Filter

Limit what appears on the page with these filters:

  • Show All – View all accounts created for the company.
  • Account Name – View only accounts with this name.
  • Account Number – View only accounts with this number.
Account Name

Display-only field that shows the account's official name

Account Number

Display-only field that shows the account number

Deactivated and deleted accounts will not display
Account Nickname

An easy to recognize and descriptive name for the account

This name identifies the account on all pages in Universal Online Banker.

Display Everywhere

If this check box is activated, the account appears on other pages in Universal Online Banker.

Note: You can determine which accounts each user can see when defining the user's entitlements.

If this check box is cleared, the account only appears on this page and is unavailable to all users.

Stop Payment Expiration Term

The number of months the system adds to the creation date of a stop payment to calculate the expiration date

The choices are limited to the terms configured for the account's associated product.

To save your account changes, click Submit Preferences. A message appears indicating the status of your submission.