Citizens Progressive Bank User Guide Personal Online Banking

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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 Out-of-Band Authentication ......................................................................................12 Logging Off ........................................................................................................................... 13 DUO Mobile .......................................................................................................................... 14 Resetting a Forgotten Password ...............................................................................16 Retrieve a Forgotten Username................................................................................17 Password Security Check ...........................................................................................18 Accounts Dashboard Overview..................................................................................................19 Account Details Overview ..........................................................................................20 Transaction Details .....................................................................................................22 Adding a New Account ...............................................................................................24 Adding an Account to SimpleView ..................................................................................... 25 Adding an External Account ............................................................................................... 26 Verifying an External Account ............................................................................................ 28 Removing an External Account .......................................................................................... 29 Organize Dashboard ..................................................................................................30 Reorder Accounts ................................................................................................................ 30 Rename Accounts ................................................................................................................ 31 Hide/Unhide Accounts ........................................................................................................ 32 Hide/Unhide Dashboard Tiles ............................................................................................ 33 App Appearance................................................................................................................... 34 Quick Pay .....................................................................................................................35 Selecting Favorite Payees.................................................................................................... 35 Person to Person ................................................................................................................. 36 Bill Pay ................................................................................................................................... 38 External Account .................................................................................................................. 40 Monthly Activity...........................................................................................................42 SimpleView Initial Setup..................................................................................................................43 Tagging Transactions........................................................................................................... 44 Splitting a Transaction......................................................................................................... 46