Capital City Bank User Guide for Consumer and Business Clients

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	9
Logging Off	9
Resetting a Forgotten Password	10
Home Page	12
Home Page Overview	12
Asset Summary Overview	14
Account Details Overview	15
Quick Transfer	17
Account Nickname	18
Details & Settings	19
Account Grouping	20
Editing a Group Name	21
Deleting a Group	21
Security	22
Protecting Your Information	22
General Guidelines	22
Login ID and Password	22
Fraud Prevention	22
Security Preferences	23
Change Password	23
Change Username	24
Secure Delivery	25
Mobile Security Preferences	26
Enabling Touch ID or Fingerprint Login	26
Enabling Passcode Authentication	28
Enabling Face ID	29
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	30
Apple Watch	31
Apple Watch Setup	31
Viewing Balances and Transactions	31
Alerts Overview	32
Account Alerts	33
Online Transaction Alerts	34
Reminders	35
Security Alerts Overview	36
Editing Delivery Preferences	36
Enabling and Disabling Push Notifications	37
Secure Message Overview	38
Sending a Secure Message	39
Transaction Types	40
Move Money Overview	40
Transactions	42
Transfer Between Accounts	42
Send Money with Zelle® Setup	44
Initial Setup	44
Adding a Recipient	45
Edit Recipient	46
Delete Recipient	48
Send Money with Zelle®	50
Request Money with Zelle®	52
Manage Payment Profiles	54
Change Your Primary Account	54
Add a New Email or Mobile Number	56
Unenroll from Zelle®	58
Client-to-Client Transfer	59
Linking Someone’s Capital City Bank Account	59
Single Transfers Between Capital City Bank Accounts	60
Adding a Personal External Account	61
Verifying a Personal External Account	62
Activity Center Overview	63
Using Filters	64
Creating or Deleting Custom Views Using Favorites	64
Editing Transactions	65
Canceling Transactions	66
Quick Bill Pay	67
Bill Pay Overview	67
Creating a Payee	67
Editing a Payee	69
Deleting a Payee	70
Changing “Pay From” Accounts	71
Making a Single Payment	72
Paying Multiple Bills	73
Payment Activity	74
Cancel a Pending Payment	75
All Bill Pay Options	76
Bill Pay Overview	76
Hiding or Unhiding Payees from Payment Screen	78
Hide a Payee	78
Unhide a Payee	78
Creating a Payee Overview	79
Creating a Payee: Company	80
For a Known Payee	81
For an Unknown Payee	82
Creating a Payee: Person	83
Part 1 of 3: Choosing Payee and Payment Method	83
Part 2 of 3: Adding Payee Information	84
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	85
Editing a Payee	86
Deleting a Payee	87
Scheduling Payments	88
Rush Delivery	89
Recurring Payments	91
Editing Payments	93
Skipping Payments	95
Deleting Payments	96
Setting Up eBills	97
Adding an Account	98
Editing an Account	99
Deleting an Account	100
Editing Alerts	101
Categories	102
Editing a Category	103
Deleting a Category	104
Services	105
Check Reorder	105
Debit Card Services	106
Replace Card	106
Freeze Card	107
Unfreeze Card	107
Request New Debit Card	108
Travel Notification	109
Update Contact Info	110
Stop Payment Request	111
Single Check	111
Multiple Checks	112
Mobile Deposit Enrollment	113
Mobile Deposits	114
Settings	115
Account Preferences	115
Text Enrollment	116
Accessibility	118
Locations	119
Offices and ATMs	119

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