Citizens Bank Digital Banking User Guide

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Getting Started	3
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
New User Enrollment	9
Logging In	10
Multi-Factor Authentication	12
Logging Off	13
DUO Mobile	14
Resetting a Forgotten Password	16
Retrieve a Forgotten Username	17
Accounts	18
Dashboard Overview	18
Account Details Overview	20
Accounts	22
Transaction Details	22
Adding a New Account	24
Adding an Account to Geezeo	25
Adding an External Account	26
Removing an External Account	28
Opening a New Account	29
Editing Favorite Accounts	33
Organize Dashboard	34
Reorder Accounts	34
Rename Accounts	35
Hide/Unhide Accounts	36
Hide/Unhide Dashboard Tiles	37
App Appearance	38
Favorite Payees	39
Selecting Favorite Payees	39
Geezeo	40
Initial Setup	40
Tagging Transactions	41
Splitting a Transaction	43
Geezeo Dashboard	45
Spending by Category	46
Budget	48
Adding Budgets	49
Managing Budgets	50
Add a Budget Alert	52
Cashflow Overview	53
Add a Bill or Income	54
Net Worth	55
Add an Unlinked Asset or Debt	56
Goals	57
Adding Goals	58
Save for Goals	58
Pay Off Goals	59
Add a Goal Alert	60
Managing Goals	61
Security	62
Protecting Your Information	62
Login ID and Password	62
Fraud Prevention	62
General Guidelines	62
Login Settings	63
Change Username	63
Change Password	64
Change Security Questions	65
Recent Logins	66
Mobile Security Preferences	67
Enabling Biometric Sign-In	67
Enabling FaceID	68
Enabling PIN Login	69
Auto-Login	70
Alerts	71
Alerts Overview	71
Custom Alerts	72
Bill Pay Alerts	73
Security Alerts	74
Geezeo Alerts	75
Turning Alerts On and Off	76
Editing or Deleting Alerts	77
Previous Alerts	78
Move Money	79
Move Money Overview	79
Bill Pay Enrollment	80
Adding a Payee	82
Person to Person Payee	82
Bill Pay Payee - Company	84
Bill Pay Payee - Individual	86
Favoriting a Payee	89
Editing a Payee	90
Deleting a Payee	91
New Transaction	92
Transferring Money Between Your Accounts	92
Making a Loan Payment	94
Transferring Money to Another Person (P2P)	96
Making a Bill Pay Payment	99
Editing Transfers/Payments	101
Skip Transfers/Payments	102
Deleting Transfers/Payments	103
Deposit Checks	104
Remote Deposit	104
Manage Cards	105
Turn Card On or Off	105
Card Name	106
Card Alert	107
Temporary Spending Limit Increase	108
Change PIN	109
Report Lost or Stolen Card	110
Travel Notification	111
Enable Automatic On/Off	113
Reports	115
Creating a New Report	115
Account Activity Report	115
Sub-User Account Access Report	116
Running an Existing Report	117
Editing a Report	118
Deleting a Report	119
Services	120
Locations	120
Secure Message Overview	121
Sending a Secure Message	122
Submit a Form	123
Documents	124
Document Enrollment	124
Viewing Documents	125
Chat	126
Stop Payment	127
Single Check	127
Multiple Checks	129
ACH	131
Settings	133
Contact Settings	133
Adding a New Phone	133
Editing a Phone	134
Deleting a Phone	135
Adding an Email Address	136
Editing an Email Address	137
Deleting an Email Address	138
Sub-Users	139
Sub-Users Overview	139
Sub-User Overview	140
Adding a New Sub-User	141
Editing a Sub-User	143
Part 1: Editing Sub-User Access	144
Part 2: Editing Sub-User Limits	145
Deleting a Sub-User	146

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