Citizens Business Bank Personal Online Banking Guide
First page
Table of contents
Next page
Last page
Online Safety
7
Protecting Your Information
7
General Guidelines
7
Login ID and Password
7
Fraud Prevention
7
Getting Started
8
New User Enrollment
8
Mobile Banking App
10
Logging In
11
Logging Off
11
Resetting a Forgotten Password
12
Home Page
14
Home Page Overview
14
Account Details Overview
16
Asset Summary Overview
18
Quick Transfer
19
Account Nickname
20
Account Grouping
21
Editing a Group Name
22
Deleting a Group
22
Transactions
23
Funds Transfer
23
Activity Center Overview
25
Using Filters
26
Creating or Deleting Custom Views Using Favorites
26
Editing Transactions
27
Canceling Transactions
28
Statements
29
Reordering Checks
30
Mobile Deposits
31
Personal Bill Pay
32
Overview
32
Creating a Payee
33
Known Company
33
Unknown Company
35
Person
37
Editing a Payee
39
Deleting a Payee
40
eBills
41
Scheduling Payments
42
Rush Delivery
43
Editing Pending Payments
44
Canceling Pending Payments
45
Automatic Payments
46
Editing Automatic Payments
48
Deleting Automatic Payments
49
Viewing Transaction Details
50
Single Transaction
50
Multiple Transactions
51
Creating a Reminder
53
Managing Reminders
55
Editing Reminders
56
Deleting Reminders
57
Moving Payments
58
Editing Account Name
59
Deleting an Account
60
Financial Tools
61
Initial Setup
61
Linking an Account
61
Unlinking an Account
62
Categorizing Transactions
63
Splitting a Transaction
64
Online Banking Home Page
65
Net Worth Overview
66
Budgets Overview
67
Auto-generated Budgets
68
Budgets From Scratch
68
Editing or Deleting a Budget
69
Managing Budgets
70
Spending Overview
71
Spending: Recategorizing a Transaction
72
Trends Overview
74
Debts Overview
75
Services
76
Stop Payment Request
76
Mobile Deposit Enrollment
77
Settings
78
Account Preferences
78
Text Enrollment
79
Address Change Request
81
Statement Delivery
82
Accessibility
83
Locations
84
Centers and ATMs
84
Security
85
Security Preferences
85
Change Password
85
Mobile Security Preferences
86
Enabling Touch ID or Fingerprint Login
86
Enabling Passcode Authentication
88
Disabling Passcode Authentication, Touch ID or Fingerprint Login
89
Enabling Face ID
90
Alerts Overview
91
Account Alerts
92
History Alerts
93
Online Transaction Alerts
94
Reminder
95
Security Alerts Overview
96
Edit Delivery Preferences
96
Secure Message Overview
97
Sending a Secure Message
98
Made with
FlippingBook
HTML5