Edit an account view

Procedure

1. Go to your Home page.

2. On the widget, click the menu . The menu options appear.

3. Select Edit Settings. The Edit Account Settings overlay appears.

4. Click the name of the view you would like to edit. The Edit Account View overlay appears.

5. If you would like to change the name of the view, in the Account View Name field, enter a new, unique name for the new view.

6. If you would like to change the accounts that display in the view, do the following:

   • To add accounts to the view, under Available Accounts, select the check boxes for each account you want to add to the view. The selected accounts are added to the Selected Accounts section.

   • To remove accounts from the view, under Selected Accounts, clear the check boxes for account you want to remove. The accounts are removed from the Selected Accounts section.

7. Click Done. The Edit Account Settings overlay appears.

8. Click Done. The Home page appears.