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
Change Username	20
Change Password	21
Connected Apps (Desktop Only)	22
Passkeys	24
Built in Biometrics	25
Mobile Phone or Tablet	26
Security Key with Fingerprint Scanner or PIN	26
Removing a Passkey	27
Two-Factor Authentication	28
Passkey	28
Voice or Text Message	29
Authenticator App	30
Security Key	31
Logging in with Security Key	32
Setting a Primary Verification Method	33
Remove Authentication	34
Alerts	35
Alerts Overview	35
Balance Alerts	35
Transaction Alerts	36
Card Management Alerts	37
Locking or Unlocking a Card	38
Manage Notification Settings	39
Locations	40
Merchant Types	41
Transaction Controls	43
Spending Controls	45
Report Lost/Stolen Card	47
Editing or Deleting Alerts	48
User Alerts	49
Transactions	50
Transfers	50
Adding an External Account	51
Confirming an External Account	52
Removing an External Account	53
Making a Transfer	54
Making a Loan Transfer	55
Editing Transfers	56
Deleting Transfers	57
Payments	58
Bill pay Overview	58
Adding a Payee	59
Adding a Person	59
Adding a Company	61
Editing a Payee	62
Deleting a Payee	63
Payees	64
Adding a Bill	64
Making a Single Payment	66
Paying a Bill	66
Paying a Person	68
Making Multiple Payments	70
Paying Multiple Bills	70
Paying Multiple People	72
Payment Activity	74
Editing a Scheduled Payment	74
Deleting a Scheduled Payment	76
Services	78
Stop Payment Request	78
Single Check	78
Multiple Checks	80
Electronic Documents	82
Documents Enrollment	82
Viewing Electronic Statements	83
Documents Unenrollment	84
Electronic Documents for Credit Card Holders	85
Documents Enrollment	85
Viewing eStatements/Notices	86
Changing Enrolled Accounts	87
Adding Additional Recipients	88
Email Settings	89
Deposit Checks	90
Enrollment	90
Depositing a Check	91
Conversation Overview	93
Starting a Conversation	94
Settings	95
Profile	95
Travel Notices	96

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