Citizens Bank Digital Banking User Guide

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Table of Contents Getting Started

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 Dashboard Overview..................................................................................................18 Account Details Overview ..........................................................................................20 Accounts 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 Initial Setup..................................................................................................................40 Tagging Transactions........................................................................................................... 41 Splitting a Transaction......................................................................................................... 43 Geezeo Dashboard .....................................................................................................45 Spending by Category ................................................................................................46