Manage Your Profile

Account View allows you to quickly access your contact information, manage accounts and update your settings.

 How to Update Contact Information and Security Information

•  Hover your mouse over Settings from the Account View site and select My Profile
• Update your contact information
• To select a new username, add the desired username in the field and select Test Availability to ensure it is available
• To update your security information, select a new personal security image
• Change your password by entering your old password, the new password (using the criteria displayed) and confirm the new password by entering it a second time
• Select Continue to save your changes

How to Add Additional Accounts to Your Profile

•  Hover your mouse over Settings from the Account View site and select My Profile
• Review the list of current accounts displayed in the Manage Accounts section
• Select Add Account
• A blank account line will appear beneath your existing account numbers
• Fill in the account number, postal/zip code and nickname
• Select Continue to save your changes

 Please note: If you would like to add an account that does not have your Social Security number listed, such as a 401(k) with Tax ID or your spouse’s individual account, please contact our office.

 How to Update Your Site Settings

• Hover your mouse over Settings from the Account View site and select My Settings
• Choose to display full account numbers and Social Security/Tax ID number
• Choose to display $0 balance accounts
• Select Save