Citizens National Bank Online and Mobile Banking Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	8
Logging Off	8
Resetting a Forgotten Password	9
Dashboard	10
Dashboard Overview	10
Organize Dashboard	12
Accounts Overview	13
Account Details	14
Account Settings	16
Download Transactions	17
Transaction Details	18
Security	19
Protecting Your Information	19
General Guidelines	19
Login ID and Password	19
Fraud Prevention	19
Security Preferences	20
Change Username	20
Change Password	21
Connected Apps (Desktop Only)	22
Direct Connect (Desktop Only)	22
Two-Factor Authentication	23
Voice or Text Message	24
Authenticator App	26
FIDO Security Key	28
Logging in With FIDO Security Key	30
Remove Authentication	31
Mobile Security Preferences	32
Enabling Biometric Sign-In	32
Changing Passcode Authentication	34
Enabling Face ID	35
Alerts	36
Alerts Overview	36
Balance Alerts	36
Transaction Alerts	37
Card Management Alerts	38
Locking or Unlocking a Card	39
Manage Notification Settings	40
Locations	41
Merchant Types	42
Transaction Controls	44
Spending Controls	46
Report Lost/Stolen Card	48
Editing or Deleting Alerts	49
User Alerts	50
Transactions	51
Transfers	51
Adding an External Account	52
Confirming an External Account	53
Removing an External Account	54
Making a Transfer	55
Making a Loan Transfer	56
Editing Transfers	57
Deleting Transfers	58
Payments	59
Bill pay Overview	59
Adding a Payee	60
Adding a Person	60
Adding a Company	62
Editing a Payee	63
Deleting a Payee	64
Payees	65
Adding a Bill	65
Making a Single Payment	67
Paying a Bill	67
Paying a Person	69
Making Multiple Payments	71
Paying Multiple Bills	71
Paying Multiple People	73
Payment Activity	75
Editing a Scheduled Payment	75
Deleting a Scheduled Payment	77
MyFinance	79
Initial Setup	79
Tagging Transactions	81
Splitting a Transaction	83
MyFinance Dashboard	85
Spending by Category	86
Budget	88
Adding Budgets	89
Managing Budgets	91
Add a Budget Alert	93
Cashflow Overview	94
Add a Bill or Income	95
Goals	96
Adding Goals	97
Save for Goals	97
Pay Off Goals	98
Add a Goal Alert	99
Managing Goals	100
Net Worth	101
Add an Unlinked Asset or Debt	102
Services	103
Stop Payment Request	103
Single Check	103
Multiple Checks	105
Electronic Documents	107
Documents Enrollment	107
Viewing eStatements/Notices	108
Changing Enrolled Accounts	109
Adding Additional Recipients	110
Email Settings	111
Deposit Checks	112
Enrollment	112
Depositing a Check	113
Conversation Overview	115
Starting a Conversation	116
Settings	117
Profile	117
Travel Notices	118

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