How can we help?

How to rename a currency account?

You can rename your currency accounts as you wish.

  • Go to your Dashboard tab
  • Click on your total balance to open a list of your currency pockets
  • Select the currency account you want to rename
  • Click the three dots...’ button to open the overflow menu
  • Select 'Details'
  • Open the overflow window by clicking three dots button
  • Select 'Rename'
  • Input desired currency account name and hit 'Save'

Custom currency account names are not visible on statements or to your clients - it is for your own convenience.

Related Articles