Change the display order of your accounts

By default, your accounts are displayed in the order that they were added to PocketSmith. You can change the order in which your accounts appear from the Account Summary page, or the Organize Accounts & Scenarios page.

Changing the display order of your accounts from the Account Summary page

1. Head to the Account Summary page ( Manage > Account Summary)

2. Drag and drop the accounts into your preferred order using the drag handles in the top left corner of each account

   

Changing the display order of your accounts from the Organize Accounts and Scenarios page

1. Go to Organize Accounts & Scenarios ( Manage > Organize Accounts & Scenarios)

   

2. Drag and drop the accounts into your preferred order