Citizens Bank Business Digital Banking User Guide

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A. The navigation bar appears in every view on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate tab. B. Your accounts are displayed in an account tile with their balance. If you click an account tile, you are taken to the Account Details page. C. Click the View All Accounts button to view all of your accounts. D. Click the Add Account button to add a new account. E. Click the “Edit Favorites” link to edit your favorite accounts. F. Favorite Payees allows you to quickly pay your favorite payees. Payees marked as favorites appear here. G. View a list of your recent transactions. Use the drop-down to select a different account. H. View a list of your upcoming transactions. Use the drop-down to select a different account. I. Click the icon to hide or rearrange the dashboard tiles. J. View and select business banking items that need attention.

Accounts: Dashboard Overview

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