"Nickname" Bank Accounts

Is there a way to nickname the connected bank accounts so I don’t have to go off the last 4 digits? If not, is this something that’s on the roadmap?

5 Likes

Thank you, Dina & Gloria! Great suggestion.

I definitely see how this feature could be beneficial for easy identification & management. Just put in a formal request with our Product team :blush:

2 Likes

Agree! This would help our process as well.

1 Like