Change Your Account Name

If you have multiple accounts from the same financial institution and would like to edit the account names, you can change the 'Account Name' field which will allow you to customize account names under the same financial institution.

There are two fields you can edit: 'Firm Name' and 'Account Name'.

The 'Firm Name' is the name of your financial institution - such as 'Fidelity' or 'Chase'. The 'Account Name' is the name of the individual account you have with that financial institution, - such as 'My Savings', 'Spouse 401k', or 'Business Credit'. This helps you differentiate between multiple accounts at the same institution.

If you change the 'Firm Name' ALL accounts tied to that set of login credentials will be updated. To change just one account, be sure to only change the 'Account Name'.

Application specific steps to change the account name are listed below:

Web:

1. Click specific account name in the left-hand sidebar list of accounts that you want to edit.
2. Click on the 'pencil' icon next to the account name in the middle panel.
3. In the pop-up window edit the 'Account Name' field as you would prefer.
4. Click on the 'Save' button to save your changes.

iOS/Android:

1. Tap on the account you would like to edit.
2. Tap on the 'pencil icon' to the right of the current name for the account.
3. In the 'Account Name' field enter the account name you prefer.
4. Tap 'Save' in the top right-hand corner to save your changes.