Easily organize the Dashboard by creating a customized name for each investment account! This allows you to clearly align each account with your unique financial goals.
Log into app.zoefin.com
Select the account you would like to add a new name for.
Click on the “Info” tab for the account.
In the “Account Details” section, click the edit button next to Account Name.
Type in the new name for the account.
Save the new name.
Note: the limit for the name is 30 characters.
The new name will now be displayed across the Dashboard! The account type and number will still be shown below the nickname to avoid any potential confusion.