Citadel Bank Online and Mobile Banking Resource Guide
First page
Table of contents
Next page
Last page
Getting Started
6
New User Enrollment
6
Logging In
8
Logging Off
8
Resetting A Forgotten Password
9
Account Page
11
Account Page Overview
11
Account Summary Overview
12
Account Details Overview
13
Quick Transfer
15
Account Grouping
16
Editing a Group Name
17
Deleting a Group
17
Security
18
Protecting Your Information
18
General Guidelines
18
Login ID and Password
18
Fraud Prevention
18
Security Preferences
19
Change Password
19
Change Login ID
20
Secure Delivery
21
Alerts Overview
22
Date Alerts
23
Account Alerts
24
History Alerts
25
Insufficient Funds Alert
26
Online Transaction Alerts
27
Security Alerts Overview
28
Edit Delivery Preferences
28
Secure Message Overview
29
Sending a Secure Message
30
Transfer Funds
31
Moving Money Overview
31
Funds Transfer
33
Member to Member Transfer
35
Adding A Personal External Account
37
Verifying A Personal External Account
38
Online Activity Overview
39
Using Filters
40
Creating or Deleting Custom Views Using Favorites
40
Canceling Transactions
41
Bill Pay
42
Overview
42
Biller Set Up
43
Change/Cancel Payments
47
View Bill History
48
Services
49
Money Manager
49
Reordering Checks
50
Text Enrollment
51
Stop Payment Request
52
E-Documents
55
Preferences
56
Account Preferences
56
Additional Features
57
Overview
57
Open An Account
57
Apply For A Loan
57
Investments
57
Lost/Stolen Card
57
Secure Forms
58
Card Fraud Alerts
58
Bill Payer Preferences
58
E-Document Preferences
58
Locations
59
Branches and ATMs
59
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