Account Grouping
Learn how to create, rename, and organize groups for your accounts within online banking.
Jessica Cochran
17 steps
2 minutes
Ucbi
1
On the online banking homepage, click the more options menu (three dots) next to the account group name and select **Edit group name** from the dropdown.
2
Your account name will turn to edit mode. Enter a new account group name in the box provided.
3
Click the **checkmark** to save and complete the name change.
4
Your account group has been successfully renamed!
5
Now let's collapse a group. To do this, click the **arrow** next to the three dots.
6
Your account group is now collapsed.
7
To expand and view your accounts, select the **arrow** again.
8
Now, the group is expanded and your accounts are visible again.
9
To create a new group, click the three dots.
10
From the dropdown, click **Create new group.**
11
In the *Select Account* field, click the **arrow.**
12
From the dropdown, click one of your accounts to add it to the new group.
13
Enter a name for your new group in the *Group Name* field.
14
Click **Save** to continue.
15
Your new account group has been created containing the selected account.
16
To move an account from one group to another, click and hold on an account card and drag it to the other group.
17
Your selected account has now been added to the new group, and your accounts are now separated into unique groups.
Account Grouping
Learn how to create, rename, and organize groups for your accounts within online banking.
Jessica Cochran
17 steps
2 minutes
Ucbi
1
On the online banking homepage, click the more options menu (three dots) next to the account group name and select **Edit group name** from the dropdown.
2
Your account name will turn to edit mode. Enter a new account group name in the box provided.
3
Click the **checkmark** to save and complete the name change.
4
Your account group has been successfully renamed!
5
Now let's collapse a group. To do this, click the **arrow** next to the three dots.
6
Your account group is now collapsed.
7
To expand and view your accounts, select the **arrow** again.
8
Now, the group is expanded and your accounts are visible again.
9
To create a new group, click the three dots.
10
From the dropdown, click **Create new group.**
11
In the *Select Account* field, click the **arrow.**
12
From the dropdown, click one of your accounts to add it to the new group.
13
Enter a name for your new group in the *Group Name* field.
14
Click **Save** to continue.
15
Your new account group has been created containing the selected account.
16
To move an account from one group to another, click and hold on an account card and drag it to the other group.
17
Your selected account has now been added to the new group, and your accounts are now separated into unique groups.
