How do I put a nickname on my account or change the account type?

Mobile

Currently, the functionality to edit your bank account names is only on desktop. We are working on adding this functionality to mobile.

Desktop

From either the My Accounts screen or Net Worth click on your account that you wish to update with a nickname.

Select Edit from the top right-hand corner of the screen and enter the nickname you wish to give the account. To the right of this, you can change the account type by selecting from the drop-down box.

Once you have updated your preferences select Save. Your account will now reflect the nickname and account type you have selected.