Learn how to find your accounts and interpret alerts.
Account Widget Search Bar
The Account Widget Search Bar provides an intuitive way to find and navigate between your accounts. This feature is available on both the Dashboard and Accounts pages.
Navigating the Accounts Widget
The Accounts Widget enables you to switch accounts directly using the built‑in search.
Condensed Account Groups on the Dashboard
Your Dashboard includes a streamlined way to view and manage your accounts. Accounts are automatically organized into condensed, expandable groups, making it easier to browse and focus on what matters most.