Citizens Business Bank Personal Online Banking Guide

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Table of Contents Online Safety

Protecting Your Information........................................................................................7 General Guidelines................................................................................................................. 7 Login ID and Password.......................................................................................................... 7 Fraud Prevention.................................................................................................................... 7 Getting Started New User Enrollment....................................................................................................8 Mobile Banking App....................................................................................................10 Logging In.....................................................................................................................11 Logging Off............................................................................................................................ 11 Resetting a Forgotten Password................................................................................12 Home Page 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 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 Overview.......................................................................................................................32 Creating a Payee..........................................................................................................33 Known Company.................................................................................................................. 33 Unknown Company. ............................................................................................................ 35 Person.................................................................................................................................... 37