Viewing accounts

You can view account information by selecting Accounts from the main Banno Online menu on the left-hand side of the screen, or through the Accounts section of the dashboard.

1. Choose an option to view accounts.
   • From the Banno Online main menu, select Accounts.
   • From the Accounts section of the dashboard, find the desired account.
   • From the Accounts section of the dashboard, select an account category if your dashboard is set up to show account categories instead of individual accounts.
2. Select the desired account.
   Tip: End users with many accounts can use the Search accounts field and the account type filter to find accounts.
3. Find the relevant section and perform one of the following.
   • View, print, search, and download recent transactions in the Transactions section.
   • Select one of the action buttons to complete a task such as creating transfers or modifying account settings.
   • View important information in the Details section, such as account number, routing number, and more.