Creating Account Groups

Click here or the image above to watch a video on account groups!

1. Locate and select the menu options next to Accounts
2. Then select "Manage Account Grouping"
3. To create a new account group select "Add new group"
4. You will be prompted to create a name for your account group. You can choose any name you’d like!
5. Then select "Add Group"
6. To add your accounts to your new account group navigate back to your account overview by selecting the back arrow
7. To add an account to your account group simply drag the account tile into the group by selecting and holding the selection icon at the bottom right of your account tile
8. To remove an account from a group simply drag the account tile away from the group
9. You can also delete, and organize your account groups by navigating back to "Manage Account Grouping"

You are now ready to use account groups to organize your accounts in a manner that suits you.