Managing rates

Within Rates, you'll find a list of current markets that you can manage, edit, and delete.

  1. Select the name of the product category to find a listing of current products.
  2. Select a situation and follow the steps.
    Situation Steps
    Adding a product
    1. Select the name of the field that you are adding a product to.
    2. Select Add a new product.
    3. Enter specific details for the product that you are adding.

      Fields vary depending on the category that you have selected. Possible fields to complete include:

      • Type
      • Period
      • Product name
      • APY
      • APR
      • Rate
    Editing a current product
    1. Select the name of the field that you'd like to edit.
    2. Update the details.
    Deleting a current product
    1. Select the name of the item that you want to delete.
    2. Select the trash can.
      CAUTION:
      This step automatically deletes the product from your list.
    Reordering products
    1. Select to the left of the product and drag the product to the correct location in the list.
    2. Release your selection to place it.
  3. Select Save.

    You can select Save at any time while making edits.

    Or, select Discard changes to remove all changes made since your last save.

Parent topic: Rates