Quad City Bank & Trust Business Online & Mobile Banking Basics User Guide

90

Click the Home tab . A. Click the “View All” or the View all accounts” to view additional options. B. You can create a new group by clicking the “Create group” link. 1. Enter a group name. 2. Place a checkmark next to the accounts you want to include. 3. 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 additonal features: • View Activity: Go to page 12 for additional information. • Quick Transfer: Go to page 14 for additional information. • Move to group: Use the “Move to” drop-down to move the account to a different group.

• Account Nickname: Go to page 15 for additional information. • Remove Priority: Remove the priority status from the account.

Additional Features: Home Page Preferences

Made with FlippingBook HTML5