Customizing Your Dashboard

  1. Your Dashboard is your financial command center. Make it your own by customizing it to meet your needs and so you'll always know you're on the Bethpage site.

    In this demo, you'll learn how to:

    • Add, remove, make Favorite and re-order Widgets in your navigation
    • Hide, show, Nickname and color code your accounts to easily distinguish between them
  2. How to add, remove, make Favorite and re-order the Widgets in your navigation.

  3. To get started, tap the menu icon in the top left of your screen.
  4. Go to the bottom of the menu and tap "Settings".
  5. On the Settings screen, tap "Widgets".
  6. The gold star indicates a Favorite Widget. Certain Widgets are pinned and are always there by default. However, you can tap the stars on non-pinned Widgets to add or remove Favorites. Widgets that you have flagged as Favorites will show at the top in your navigation.
  7. If you want to re-order the Favorites in your navigation, simply tap and hold the icon to enable dragging and dropping of each row to your desired location. Your changes will be automatically saved.
  8. How to hide, show, Nickname and color code your accounts to more easily distinguish between them.

  9. To hide or show certain accounts, tap the menu icon in the top left, then go to the bottom of the menu and tap "Settings".
  10. On the Settings screen, tap "Accounts".
  11. Tap the account you wish to customize.
  12. You can tap the pencil icon to edit your Nickname and then select a color code for the account. Toggle "OFF" or "ON" to hide or show the account. Be sure to "Save" your changes when you're done.
  13. Now you know how to customize your Dashboard!

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