How do I create nicknames to identify my accounts?

Nicknames are custom names you can create to identify your accounts. If you create a nickname, it is used in place of the account title throughout the site.

To create nicknames for one or more of your accounts:
  1. On the Customize Accounts page, click the Change how accounts are displayed link. The Change How Accounts are Displayed page lists your accounts by account number. The Title/Nickname column initially shows the Northern Trust account title. You can edit this to create your own nickname which will be used in place of the account title.
  2. Locate the account for which you want to customize the nickname.
  3. In the Title/Nickname box for the account, replace the title with the nickname you want to use. You can enter up to 40 characters
  4. Click OK.

  5. Click OK on the Verify Page.
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