Visible vs. Hidden Setting
When you add a linked account in online banking, you have the option to select Visible or Hidden.
If you select Visible, the account appears on the Home page and you can access the details about it. It also appears on the Account Preferences page and you can edit the nickname, change the order in which the account appears, etc. The account is also aggregated (that is, included) in cPFM.
If you select Hidden, the account does not appear on the Home page. It appears in the Hidden section of the Account Preferences page where you can modify its visibility if you change your mind, but you cannot edit the nickname, reorder the account, etc. Also, the account is not aggregated in cPFM calculations.
It’s easy to set up
- Click on the account
- Click on details and setting
