How Do I Nickname an Account on Finovera? : Finovera

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How Do I Nickname an Account on Finovera? Print

Modified on: Mon, 1 Oct, 2018 at 1:35 PM

Here are the steps for nicknaming your accounts:

Click on the Accounts Page
Select the account from the Accounts list
If the Provider contains more than one account, select the account card for which you want to set a nickname.
Click on the Payee Info Tab
Change the default Nickname to one of your choice
Click on Save Changes

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