Family Profile: Checking Accounts Tab

The Checking Accounts tab provides the saved checking accounts associated with the family's account, as well as the ability to add/edit/delete checking accounts.

  1. Add a new checking account to the family's profile.
  2. Double click to view when the checking account was added, how it was added, and make notes about the checking account.
  3. View the checking account's primary status. Primary accounts will be debited if the family is set up for auto pay on a payment schedule. Double click to make the account primary (a green checkmark reflects primary status).
  4. Delete a checking account from the family profile. Note that families cannot delete checking accounts from the Parent Dashboard; they must request an admin user to do so on their behalf.
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