First Citizens Bank Digital Banking for Business User Guide

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Table of Contents Getting Started

Desktop New User Enrollment....................................................................................9 First Time Log In..........................................................................................................10 Logging In.....................................................................................................................13 Logging Off ........................................................................................................................... 14 Retrieve a Forgotten Username................................................................................15 Resetting a Forgotten Password ...............................................................................16 Home Page Home Page Overview .................................................................................................18 Account Summary Overview .............................................................................................. 20 Mobile Thumb Bar ......................................................................................................21 Accounts Account Transactions .................................................................................................22 Exporting Transactions ....................................................................................................... 24 Quick Transfer.............................................................................................................25 Account Nickname......................................................................................................26 Details & Settings........................................................................................................27 Account Grouping.......................................................................................................28 Editing a Group Name......................................................................................................... 29 Deleting a Group.................................................................................................................. 29 Mortgages ....................................................................................................................30 Security Protecting Your Information......................................................................................36 General Guidelines .............................................................................................................. 36 Login ID and Password........................................................................................................ 36 Fraud Prevention ................................................................................................................. 36 Mobile Log In Preferences .........................................................................................38 Enabling Touch ID ® or Fingerprint Login........................................................................... 38 Enabling Passcode Authentication .................................................................................... 40 Enabling Face ID ®.................................................................................................................................................................................................. 41 Disabling Passcode Authentication, Touch ID ® , Fingerprint or Face ID ® Login ............ 42 Apple® Watch .............................................................................................................43 Apple® Watch Setup ........................................................................................................... 43 Viewing Balances and Transactions .................................................................................. 43 Message Center Message Center Overview .........................................................................................44 Sending a Secure Message ........................................................................................45