First Citizens Bank Digital Banking for Consumers User Guide

First page Table of contents Next page Last page

Getting Started	9
Desktop New User Enrollment	9
Mobile New User Enrollment	10
First Time Log In	12
Logging In	14
Logging Off	15
Retrieve a Forgotten Username	16
Resetting a Forgotten Password	17
Home Page	19
Home Page Overview	19
Account Summary Overview	21
Mobile Quicklinks	22
Accounts	23
Account Transactions	23
Quick Transfer	25
Account Nickname	26
Details & Settings	27
Account Grouping	28
Editing a Group Name	29
Deleting a Group	29
Mortgages	30
Security	31
Protecting Your Information	31
General Guidelines	31
Login ID and Password	31
Fraud Prevention	31
Mobile Log In Preferences	32
Enabling Touch ID® or Fingerprint Login	32
Enabling Passcode Authentication	34
Enabling Face ID®	35
Disabling Passcode Authentication, Touch ID®, Fingerprint or Face ID® Login	36
Apple® Watch	37
Apple® Watch Setup	37
Viewing Balances and Transactions	37
Account & Card Alerts	38
Account Alerts	38
Card Alerts	39
Security Alerts	40
Editing Delivery Preferences	40
Message Center Overview	41
Sending a Secure Message	42
Move Money (Payments & Transfers)	43
Transfer Funds Between Accounts	43
Transfer to Another Customer	45
Linking Someone’s First Citizens Account	45
Single Transfers Between First Citizens Accounts	47
Send Money with Zelle® Enrollment	48
One-time Enrollment	48
Adding a Trusted Recipient	49
Send Money with Zelle®	50
Request Money with Zelle®	52
Split Expenses with Zelle®	53
Zelle® Settings	54
View Payment and Transfer Activity	55
Editing and Cancelling Transfers	56
Pay Bills (Payments & Transfers)	57
Credit Card and Loan Payments	57
Bill Pay Overview	59
Creating a Payee Overview	61
Creating a Payee: Company	62
Editing a Payee	64
Deleting a Payee	65
Hiding or Unhiding Payees	66
Hide a Payee	66
Unhide a Payee	66
Scheduling Payments	67
Rush Delivery	68
Recurring Payments	70
Editing Payments	72
Skipping Payments	74
Deleting Payments	75
Setting Up eBills	76
Adding an Account	77
Editing an Account	78
Deleting an Account	79
Editing Alerts	80
Categories	81
Editing a Category	82
Deleting a Category	83
Accessing Mobile Bill Pay	84
Bill Pay Overview	85
Creating a Payee Overview	87
Creating a Payee: Company	88
Editing a Payee	90
Deleting a Payee	91
Hiding or Unhiding Payees	92
Hide a Payee	92
Unhide a Payee	93
Scheduling Payments	94
Rush Delivery	95
Recurring Payments	97
Editing Payments	99
Skipping Payments	101
Deleting Payments	102
Setting Up eBills	103
Adding an Account	105
Editing an Account	107
Deleting an Account	108
Editing Alerts	109
Categories	110
Editing a Category	111
Deleting a Category	112
Manage Recurring Payments	113
View Payment Activity	114
Using Filters	114
Creating or Deleting Custom Views Using Favorites	115
Tools (Payments & Transfers)	116
Verifying a Personal External Account	117
Revoking Authorization for External Transfer Accounts	118
Mobile Check Deposits	119
Mobile Check Deposits	119
Manage My Money	120
Initial Setup	120
Linking an Account	120
Unlinking an Account	121
Categorizing Transactions	123
Splitting a Transaction	124
Digital Banking Home Page	125
Spending Overview	126
Spending: Recategorizing a Transaction	127
Budgets Overview	129
Auto-generated Budgets	130
Budgets From Scratch	130
Editing or Deleting a Budget	131
Managing Budgets	132
Trends Overview	133
Debts Overview	134
Net Worth Overview	135
Cash Flow Overview	136
Cash Flow Set Up	136
Adding a Suggested Cash Event	138
Creating Your Own Cash Event	139
Editing, Deleting or Skipping a Cash Event	141
Manage Cards	142
To Activate a Card	143
To Lock/Unlock Card	144
Statements & Documents	145
Statements	145
Tax Documents	146
Statement Delivery	147
FICO® Credit Score	148
View FICO® Credit Score	148
Monthly FICO® Email alerts	148
Service Center	150
Order Checks	150
Request Check Copy	151
Stop Payment Request	152
Single Check	152
Multiple Checks	153
Order Foreign Currency	154
Manage Basic Overdraft	155
Additional Services	156
Open New Account	156
Fee Schedule	156
Online Agreement	156
Privacy and Security	156
Customer Support	157
Branches and ATMs	158
Profile and Preferences	159
Quick Balance (Mobile Only)	159
To Enable Quick Balance	159
To Use Quick Balance	160
Profile and Contact Information	161
Account Preferences	162
Log In Preferences	163
Change Password	164
Change Login ID	165
Secure Delivery	166
Secure Delivery with International Contact Information	167
Change Background	168

Made with FlippingBook - professional solution for displaying marketing and sales documents online