You can use the Account Grouping feature to categorize accounts on the Home page—both internal accounts within the financial institution and external accounts that are aggregated via Personal Financial Management.
Users can also move account tiles to customize the appearance of the Home page. If using a mouse, click a tile, hold the mouse button, drag the tile to a new location, and release the mouse button. On a mobile device, tap a tile, drag it to a new location, and lift your finger to drop it in that location.
To create a new account group, click or tap an account tile and drag it to the New Group icon that appears while a tile is being moved.
When the tile is "dropped" on the New Group icon, a new group is made. Enter a name for the new group and click the check mark button to save the changes.
You can easily rename a group by clicking the pencil icon to the right of the title, editing the name, and clicking the check mark button to save the changes.