Updating Account Nicknames

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Update Account Nickname


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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.

Get the member's perspective with this online banking video: Setting Up Account Nicknames (More videos below!)

Helpful Resources

View step-by-step directions related to nicknames.

Account Nicknames Overview

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.

Additional Video Resources

Check out these additional video resources!

View more member-facing online banking videos.

Visit the CU*BASE video library.



Link to ID: https://help.cubase.org/cubase/cubase.htm#UACCTNM-02.htm