How do I group my accounts differently?
You can create your own groups to organize your accounts on the Financial Summary and other summary pages.
To modify Financial Summary groups:
- Click Customize under Financial Summary in the top menu.
- To create or modify account groups, click the Add or Modify Groups link. The Add or Modify Groups page appears.
- Enter as many groups as you like, then click Continue. The Change How Accounts are Displayed page appears.
- To change the group in which an account appears on the summary pages, select a different group (from the menu in the Group column) for that account.
- Click .
To restore your accounts in the original groups, click the Return Default Groups link.
