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How to rename a currency account?

You can rename your currency accounts as you wish.

  • Go to the Homepage and open the Accounts tab
  • Click on your total balance to open a list of your currency pockets
  • Select the currency account you want to rename
  • Click the three dots ‘...’ button to open the overflow menu
  • Select “Details”
  • Open the overflow window by clicking three dots button
  • Select “Rename”
  • Input desired currency account name and hit “Save”

Custom currency account names are not visible on statements or to your clients - it is for your own convenience.

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