How To Hide Accounts On Usaa App

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Feeling overwhelmed by too many accounts cluttering your USAA app? You're not alone! Many of us have multiple checking accounts, savings accounts, credit cards, and even investment accounts, and seeing them all at once can make it harder to focus on the ones you use most frequently. The good news is that USAA offers a way to streamline your view and hide accounts you don't need to see every day. This lengthy guide will walk you through the process step-by-step, helping you regain control of your financial dashboard.

Let's dive in!

Clearing the Clutter: A Step-by-Step Guide to Hiding Accounts on the USAA App

Imagine a clean, organized financial overview where only the accounts you care about are visible. Sounds great, right? Let's make it a reality.

How To Hide Accounts On Usaa App
How To Hide Accounts On Usaa App

Step 1: Are You Ready to Declutter Your Digital Wallet?

Before we begin, take a moment to consider which accounts you genuinely want to hide. Perhaps it's that old savings account you rarely touch, or an investment account you only check quarterly. Identifying these now will make the process smoother. Remember, hiding an account doesn't delete it or affect its functionality; it simply removes it from your primary view on the app. You can always unhide it later!

Step 2: Accessing Your USAA App and Logging In

This is your starting point. Make sure you have the latest version of the USAA Mobile App installed on your device.

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2.1 Launching the USAA App

  • Locate the USAA app icon on your smartphone or tablet and tap it to open. It typically has a blue and white logo.

2.2 Securely Logging In

  • Enter your Online ID and password.
  • If you have biometric login (Face ID or Fingerprint) enabled, you can use that for a faster and more secure entry. This is highly recommended for convenience and security!

Step 3: Navigating to Account Preferences

Once logged in, you'll usually land on your account summary page, displaying all your visible accounts. Now, let's find the settings that allow you to customize this view.

3.1 Locating the "Settings" or "Menu" Option

  • Look for an icon that resembles a gear, three horizontal lines (hamburger menu), or simply "Menu" within the app. This is typically located in one of the corners of the screen (top-left, top-right, or bottom navigation bar).
  • Tap on this icon to open the main menu or settings panel.

3.2 Finding "Account Preferences" or "Account Settings"

  • Within the menu, scroll through the options until you find something like "Account Preferences," "Account Settings," "Display Settings," or "Manage Accounts." The exact wording can vary slightly depending on app updates, but it will generally be related to managing how your accounts are displayed.
  • Select this option to proceed.

Step 4: Adjusting Account Visibility

This is where the magic happens! You'll now see a list of all your USAA accounts.

4.1 Identifying the Account to Hide

  • Carefully review the list of accounts presented. This list will include all your checking, savings, credit card, investment, and any other USAA-affiliated accounts.
  • Tap on the specific account you wish to hide from your main dashboard view.

4.2 Toggling the Visibility Setting

  • After selecting an account, you should see options related to its display. Look for a toggle or checkbox labeled something like "Show on Dashboard," "Account Visibility," or "Hide Account."
  • Toggle this option to the "Off" or "Hidden" position. There might be a small on/off switch or a checkbox you need to deselect.

4.3 Confirming Your Selection

  • The app may prompt you with a confirmation message, such as "Are you sure you want to hide this account?" This is to ensure you don't accidentally hide something important.
  • Confirm your choice by tapping "Yes," "Hide," or "Confirm."

Step 5: Verifying the Change

After hiding an account, it's a good idea to confirm that it's no longer visible on your main account summary.

5.1 Returning to Your Home Screen or Account Summary

  • Navigate back to the main dashboard or account summary page of the USAA app. You can usually do this by tapping a "Back" arrow or selecting a "Home" icon.

5.2 Checking the Account List

  • Observe your list of accounts. The account you just hid should no longer be present on this primary view.
  • Don't worry, it's not gone! It's simply no longer displayed prominently.

Step 6: Unhiding Accounts (If Needed)

Should you ever need to view or manage a hidden account again, the process is straightforward.

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6.1 Revisiting "Account Preferences"

  • Go back to the "Settings" or "Menu" option, and then navigate to "Account Preferences" or "Account Settings" as you did in Step 3.

6.2 Locating Hidden Accounts

  • Within the "Account Preferences" section, there might be a specific category or filter for "Hidden Accounts" or "Linked Accounts." Look for this section.
  • Tap on the account you wish to unhide.

6.3 Restoring Visibility

  • Toggle the "Account Visibility" or "Show on Dashboard" option back to the "On" or "Visible" position.
  • Confirm your choice if prompted. The account will then reappear on your main account summary.

Congratulations! You've successfully learned how to manage your USAA app's account visibility, creating a more personalized and less cluttered financial overview.


Frequently Asked Questions

10 Related FAQ Questions

Here are some quick answers to common questions about managing your accounts on the USAA app:

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How to manage joint accounts on USAA app?

You can typically view joint accounts within the USAA app. To make changes like adding or removing joint account holders, you usually need to log in to the full USAA website (usaa.com) or contact USAA directly, as this functionality might not be fully available in the mobile app.

How to hide credit card accounts on USAA app?

Follow the same steps as outlined above (Step 3: Navigating to Account Preferences, Step 4: Adjusting Account Visibility). Credit card accounts are managed in the same section as other banking accounts for visibility.

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How to hide investment accounts on USAA app?

Similar to credit card accounts, investment accounts can be hidden by going to the "Account Preferences" or "Account Settings" section within the USAA app and toggling their visibility off.

How to change the display order of accounts on USAA app?

Currently, the USAA app does not offer a direct feature to manually reorder the display of your accounts. Accounts are typically displayed by category (e.g., checking, savings, credit cards) and then by account number or a default internal order.

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How to rename accounts in USAA app for better organization?

The USAA app generally does not allow you to custom rename your accounts directly within the app. Account names are usually standardized based on the account type (e.g., "USAA Checking," "USAA Savings"). You can often add nicknames for accounts within budgeting tools if you link your USAA accounts to external financial management platforms.

How to view hidden accounts on USAA app?

To view hidden accounts, you need to go back into the "Settings" or "Menu" section, then "Account Preferences" (or similar), where you will find a list that includes both visible and hidden accounts. You can then unhide them to make them appear on your main dashboard.

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How to personalize alerts for specific accounts on USAA app?

USAA allows you to personalize alerts (e.g., balance updates, transaction alerts) for individual accounts. Go to your "Profile" or "Settings," then "Alert Settings," and select the specific account to customize its notifications.

How to find my USAA member number in the app?

Your USAA member number is typically found on your blue plastic USAA card and on most USAA statements and bills. While not always prominently displayed within the app itself, you can often find it by going to your "Profile" or "Account Details" section.

How to add external (non-USAA) accounts to USAA app?

USAA offers budgeting tools that allow you to link external bank and investment accounts to see them all in one place. Look for a "Money Manager" or "Add Account" feature within the app, which will guide you through the process of connecting external financial institutions.

How to update personal information linked to accounts on USAA app?

To update personal information like your address, phone number, or email, navigate to your "Profile" or "Settings" within the USAA app. There will usually be a "Personal Information" or "Contact Information" section where you can make these changes.

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