CrossFirst Bank Corporate and Treasury Guide

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Click the Home tab. A. Click the “View All” or the “View all accounts” link to view additional options. B. You can create a new group by clicking the “Create group” link. 4. Enter a group name. 5. Place a checkmark next to the accounts you want to include. 6. Click the Create Group button when you are finished. C. Use the drop-down to change the order of your groups, edit or remove a group. D. You can filter and sort all of your accounts. E. Click the star next to an account to denote it as a priority account. F. Use the drop-down to access additional features.

Reports: Home Page Preferences