1st Choice Savings - Customizing Digital Banking

Information on customizing your digital banking experience and linking to external applications.

Customizing Your Experience

How to name your accounts on desktop

Sign in to your online banking.
From the home page, select 'Accounts'
Select 'Customize accounts'
Choose the account you would like to customize, and select the pencil icon.
Type out the new name of your account
and select 'save'.
Success! Your account has a new name.

How to name your accounts on mobile

Sign into your 1st Choice mobile app.
From the home screen, select 'More'
Select 'General settings'
Select 'Customize accounts'
Choose the account you would like to customize, and select the pencil icon
Type out the new name of your account
Once you have a new name, select the check mark.
Success! Your account has a new name.

Last updated February 2, 2024

How to edit your profile photo on desktop

Sign in to digital banking and hover over '1st Choice Savings'
Under 'Settings', select 'Profile details'
Once on the Profile Details page, select the camera icon with the words 'ADD PHOTO'
Select a photo from your computer files
The photo must be a JPEG or a PNG - for example, Julie.jpg or Julie.png.
If you're happy with the photo you've chose, select 'Save'. If not, select 'Reset'. You may upload new photos until you're satisfied.

How to edit your profile photo on mobile

Sign into your 1st Choice mobile app.
Select 'More'
Under 'More', select 'Profile'
Select 'Customize pictures'
Select 'Add photo' and browse the photos on your phone's library
If you're happy with the photo you've chose, select 'Save'. If not, select 'Cancel'. You may upload new photos until you're satisfied.
Once finished, you will receive a note on the screen notifying you that the upload was successful.

Last updated October 2, 2023

Please note customizing your visible accounts can only be done through online banking using a laptop or computer.

Sign in to your online banking.
From the home page, select ‘Accounts’ on the top bar
Under Accounts, select ‘Customize accounts’
In the Visible column, you can choose to select which accounts are visible on the homepage.
If the bar is on the ‘ON’ position and is green, the account is visible. If you don’t want a certain account to be visible, click the white circle, and the bar will now be grey.
Select the accounts you would like to change and click ‘Save’.

Last updated September 18, 2024

Linking to External Accounts

You will be logging in to our digital banking site through QuickBooks, so you will need to have your login username and password available.
Go to the QuickBooks website.
Log in to QuickBooks using existing QuickBooks credentials.
Once logged in, select ‘Transactions’, then ‘Bank transactions’.
Select ‘Link account’ in the top-right hand corner.
You now need to select your bank or credit union. Type ‘1st Choice Savings’ into the search bar until our name pops up. Select our site.
Log in to our digital banking site using your username and password.
You can now select which account you want to link to QuickBooks.
Success!

For more information on how to connect your bank account, edit or remove a connected account, mange imported transactions and more, visit this QuickBooks support article.

Last updated September 24, 2024