Updating Account Nicknames

Screen ID:  Screen Title:  Panel Number:

UACCTNM-02 Update Account Nickname 5137

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Access this screen by entering an account base and suffix on the first screen or via the "Nicknames" Action Code from Phone Operator or after checking "Account nickname" when opening a savings, checking or loan account.

Helpful Resources

View step-by-step directions related to nicknames.

Account Nicknames Overview

My member is in BizLink 247 and is getting the following message when creating a username or a security question answer: "Please select a different word or phrase for your answer. Your current choice may be offensive to some." What can I do to assist the member?

Screen Overview

Nicknames are designed to allow your members to assign their own description to a specific sub-account. For example, instead of such as “SUB SHARES” or “IRA CERTIFICATE” the account could be called “COLLEGE FUND” or “ROTH IRA CD.”

On the second screen, enter the account nickname. Use Enter to save and return to the initial screen to enter the next account.

If the name you enter matches any of the words in the Restricted Nicknames database, an error message will appear showing the matched word.

• If the account already has a nickname, to remove it press Delete (F16) on the second screen (there will be a confirmation window).

Additional Video Resources

View more member-facing online banking videos.

Visit the CU*BASE video library.