Nickname Your Accounts
Manage Your MoneyHow to Personalize Your Accounts and Why
One of the most useful features in digital banking is the ability to create nicknames for your accounts. Try it out next time you log in.
Why Do It?
Who doesn't want a smooth and easy banking experience?
Nicknaming makes it easy for you to tell your accounts apart and organize your money for different purposes and goals. Instead of looking at a bunch of account numbers, scan your nicknames to identify them instantly. Skip ahead to see how to do it.
Some of the most popular nicknames for savings accounts, "Emergency Fund" and "Vacation," come as no surprise. Get creative with your nicknames – and the more specific, the better! Here are some examples to get your juices flowing: Nora's Splurge Account, College for Max, and Kitchen Reno.
Can Accounts For Loans Be Nicknamed?
Yes! If you have an auto loan or a personal loan, you can rename it to whatever you like. This is especially helpful if you have more than one loan, so that you can distinguish one from the others.
How to Nickname Your Accounts
Ready to get started? Open a browser and log in to your account.
Or in the Broadview app, select Settings, then Accounts.
1. Click on the account you want to modify.
2. On the next screen, click the Pencil icon next to the account name.
3. In the popup window, rename the account.
Bonus: you can give the account a color or even hide the account from the dashboard.
4. Click the save button.
5. Repeat the process for each account.
Note: Name changes can take several minutes to process.
Grow Your Savings, Effortlessly
Once you've created your nicknames, here's a bonus tip. Are some of your accounts dedicated to savings goals? If so, you might want to schedule transfers into those accounts like the "power savers" do – on a weekly, biweekly, or monthly basis. You’ll be delighted at how quickly it can start adding up when you automate it.
Log in and select Move Money. Specify the accounts to provide and receive the money, the amount, and frequency. Then kick back and watch your money grow on its own!
Repurpose an Account
Say you reached your savings goal. Celebrate with a happy dance, then, if you want to reuse that account for another purpose, rename it! You can nickname your accounts as often as you like.
Here's to Nicknames
Taking control of your finances can be exhilarating! Credit union members are personalizing their accounts in lots of creative ways. If you need help nicknaming your accounts, contact us for assistance – or we're happy to do it for you.
Happy Banking!
