Patent ID: 8626658

Claim:
A computer-implemented method for displaying a list of a plurality of accounts that a customer has at one or more financial institutions, in an online financial services website, the method being performed by a computerized financial services system, the method comprising the following steps: the computerized financial services system determining an amount of transactional activity corresponding to each account; the computerized financial services system determining an amount of user interaction corresponding to each account; the computerized financial services system determining a magnitude of account activity corresponding to each account, wherein the magnitude of account activity is selected from the group consisting of the total dollar amount of checks, the total dollar amount of deposits, the total dollar amount of withdrawals, the total dollar amount of other transactions, and a combination of the foregoing, over a period of time; the computerized financial services system determining a relevance index for each account based on the amount of transactional activity, amount of user interaction and magnitude of account activity for each account; the computerized financial services system transmitting to the customer a list of the accounts for displaying the list of accounts to the consumer in an order from most relevant to least relevant based upon the relevance index for each account.