How to change a nickname of your account

You can easily replace the name of an account displayed in Moneytree with a nickname you prefer. Here is how you can do it:

iOS

1.On the Balances Card tap the Vault icon in the top right corner.

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2.Tap a financial institution that holds the account with the name you would like to update.

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3.Tap on the account.

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4.Enter a new nickname, it will be saved automatically.

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5.Now you have created a new nickname.

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6.You will now see the new name for your account on your Balances view.

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Android

1.On the Balances Card tap the contextual menu in the top right corner and select Connection Settings.

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2.Tap a financial institution that holds the account with the name you would like to update.

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3.Tap on the account.

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4.Enter a new nickname, and tap Save.

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5.Now you have created a new nickname.

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6.You will now see the new name for your account on your Balances card.

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