How do I create nicknames for Passportfolio® accounts?

Nicknames are custom names you can create to identify your accounts. Nicknames can be any name that is meaningful to you in recognizing your accounts. They are used in place of the account title throughout the site.

To create nicknames:

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 account title provided by your service provider.
   
   
2. In the Passportfolio® Accounts section at the bottom of the page, 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 Save.
   
   
5. Click Save on the Verify Page.

Related FAQs How do I create nicknames to identify my accounts? How do I group my accounts differently?   Related Topics Change How Accounts are Displayed Financial Summary Passportfolio®