First Citizens Bank Digital Banking for Business User Guide

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Table of Contents Getting Started

Desktop New User Enrollment....................................................................................8 First Time Log In............................................................................................................9 Logging In.....................................................................................................................12 Logging Off ........................................................................................................................... 13 Retrieve a Forgotten Username................................................................................14 Resetting a Forgotten Password ...............................................................................15 Home Page Home Page Overview .................................................................................................17 Account Summary Overview .............................................................................................. 19 Accounts Account Transactions .................................................................................................20 Quick Transfer.............................................................................................................22 Account Nickname......................................................................................................23 Details & Settings........................................................................................................24 Account Grouping.......................................................................................................25 Editing a Group Name......................................................................................................... 26 Deleting a Group.................................................................................................................. 26 Mortgages ....................................................................................................................27 Security Protecting Your Information......................................................................................28 General Guidelines .............................................................................................................. 28 Login ID and Password........................................................................................................ 28 Fraud Prevention ................................................................................................................. 28 Mobile Log In Preferences .........................................................................................29 Enabling Touch ID ® or Fingerprint Login........................................................................... 29 Enabling Passcode Authentication .................................................................................... 31 Enabling Face ID ®.................................................................................................................................................................................................. 32 Disabling Passcode Authentication, Touch ID ® , Fingerprint or Face ID ® Login ............ 33 Apple® Watch .............................................................................................................34 Apple® Watch Setup ........................................................................................................... 34 Viewing Balances and Transactions .................................................................................. 34 Message Center Message Center Overview .........................................................................................35 Sending a Secure Message ........................................................................................36