Navigating to the Accounts Page

To view a specific account on the web app, select the account from the web app dashboard, or select Accounts from the top navigation bar, and then select the account name.

On the mobile app, select an account on the home screen to view its details. To choose from all accounts, select the arrow.

The account page that appears varies depending on the type of account. The following example shows a checking account page on the web app.

The following example shows a checking account page on the mobile app. Tap a section heading, such as Scheduled transactions, to expand its details.