New Enhanced Account Tools FAQ
The Accounts Summary Tools and Account Preferences features will be refreshed as part of a combination update that affects both Online Banking and our Mobile App.
What are the differences in the New Tools?
We have enhanced the Account Summary tools within Online Banking & mobile banking (Philadelphia FCU Mobile) and Account Preferences to provide an improved and more customizable experience. As part of this enhancement, we have made the following changes:
- The Account Summary tools for online and mobile banking have been consolidated for an easier user experience among both platforms.
- Accounts can be sorted visually to a preferred order within the Account Summary.
- Account Preferences still allows you to set sort order and show/hide preferences for your internal and external accounts, but now features a refreshed design.
- If you are using Money Management (MX)
we have consolidated internal and external accounts together in the Account Summary within Online Banking and the mobile app.
Online Banking Previous View
Online Banking Enhanced View
What are Favorites and how do I mark an account as preferred?
When you favorite an internal account, that account is moved to the top of the sort order in the Account Summary. Accounts that are not preferred are then compiled under the "Other Accounts" section. You can expand this section to view your non-preferred accounts. To mark an account as a favorite, simply click on the star icon to turn it blue. Clicking it again will mark it as non-favorited.
No Favorite Account Display
Favorited Accounts Display
How do I rename an Account inside of Online Banking or the Mobile App?
You can rename your account by deleting the default name and simply typing the new name into the account name field.
Online Banking View
Mobile App View
How do I reorder an Account inside of Online Banking or the Mobile App?
To reorder accounts, you can click and hold the "grab" icon highlighted in the screenshot below to drag and drop the selected account into the desired position. The updated order of accounts are reflected on the Account Summary once you navigates back to the Home Page.
How do I show/hide an Account inside of Online Banking or the Mobile App?
You can now show or hide accounts by toggling the show/hide icon on the far right of each selected account. Upon hiding an account, it is removed from the sort order in the Account Summary, and an account ordered below it moves up to take its place. "Show" selected:
