Search the List

Search the list of accounts, account balances, or account transactions based on a search category and a user entered search term.

Tip: Searching is case insensitive.
  1. Select the search category.

    Figure 1. Choose Search Category
  2. Enter a search term in the search box.

    Enter Search Term.
    Figure 2. Enter Search Term
  3. Click Search.
    The list is filtered based on the selected category and search term.