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 Thumb Bar	22
Accounts	23
Account Transactions	23
Exporting Transactions	25
Quick Transfer	26
Account Nickname	27
Details & Settings	28
Account Grouping	29
Editing a Group Name	30
Deleting a Group	30
Mortgages	31
Security	37
Protecting Your Information	37
General Guidelines	37
Login ID and Password	37
Fraud Prevention	37
Mobile Log In Preferences	39
Enabling Touch ID® or Fingerprint Login	39
Enabling Passcode Authentication	41
Enabling Face ID®	42
Disabling Passcode Authentication, Touch ID®, Fingerprint or Face ID® Login	43
Apple® Watch	44
Apple® Watch Setup	44
Viewing Balances and Transactions	44
Account & Card Alerts	45
Account Alerts	45
Card Alerts	46
Security Alerts	47
Editing Delivery Preferences	48
Message Center Overview	49
Sending a Secure Message	50
Move Money (Payments & Transfers)	51
Overview	51
Transfer Funds Between First Citizens Accounts	52
External Transfers	54
How to Enroll in External Transfers	54
How to Add Accounts	55
How to Transfer Funds	56
How to Remove Accounts/Cancel Old External Transfers	57
Send Money with Zelle® Enrollment	58
One-time Enrollment	58
Adding a Trusted Recipient	59
Adding New Recipients from Device	61
Send Money with Zelle®	63
Request Money with Zelle®	65
Split Expenses with Zelle®	66
Activity in Zelle®	67
Zelle® Settings	68
Zelle® Limits	69
Zelle® FAQ	70
View Transfer Activity	71
Manage Online Activity Downloads	72
Editing and Cancelling Transfers	73
Pay Bills (Payments & Transfers)	74
Bill Pay Overview	74
Creating a Payee Overview	76
Creating a Payee: Company	77
Editing a Payee	79
Deleting a Payee	80
Hiding or Unhiding Payees	81
Hide a Payee	81
Unhide a Payee	81
Scheduling Payments	82
Rush Delivery	83
Recurring Payments	85
Editing Payments	87
Skipping Payments	89
Deleting Payments	90
Setting Up eBills	91
Adding an Account	92
Editing an Account	93
Deleting an Account	94
Editing Alerts	95
Categories	96
Editing a Category	97
Deleting a Category	98
Accessing Mobile Bill Pay	99
Bill Pay Overview	100
Creating a Payee Overview	102
Creating a Payee: Company	103
Editing a Payee	105
Deleting a Payee	106
Hiding or Unhiding Payees	107
Hide a Payee	107
Unhide a Payee	108
Scheduling Payments	109
Rush Delivery	110
Recurring Payments	112
Editing Payments	114
Skipping Payments	116
Deleting Payments	117
Setting Up eBills	118
Adding an Account	120
Editing an Account	122
Deleting an Account	123
Editing Alerts	124
Categories	125
Editing a Category	126
Deleting a Category	127
Manage Recurring Payments	128
Manage Recurring Payments	128
Credit Card and Loan Payments	129
Credit Card and Loan Payments	129
View Payment Activity	131
Using Filters	132
Creating or Deleting Custom Views Using Favorites	133
Payments & Transfers for	134
International Users	134
Adding a Personal External Account	134
Verifying a Personal External Account	135
Revoking Authorization for External Transfer Accounts	136
Alert Notifications	137
Manage Alert Notifications	137
Mobile Check Deposits	138
Mobile Check Deposits	138
Manage My Money	139
Initial Setup	139
Linking an Account	139
Unlinking an Account	140
Categorizing Transactions	142
Splitting a Transaction	143
Digital Banking Home Page	144
Spending Overview	145
Spending: Recategorizing a Transaction	146
Budgets Overview	148
Auto-generated Budgets	149
Budgets From Scratch	149
Editing or Deleting a Budget	150
Managing Budgets	151
Trends Overview	152
Debts Overview	153
Net Worth Overview	154
Cash Flow Overview	155
Cash Flow Set Up	155
Adding a Suggested Cash Event	157
Creating Your Own Cash Event	158
Editing, Deleting or Skipping a Cash Event	160
Manage Cards	161
To Activate a Card	162
To Lock/Unlock Card	163
Statements & Documents	164
eStatements	164
Tax Documents	165
eStatement Delivery	166
FICO® Credit Score	167
View FICO® Credit Score	167
Monthly FICO® Email alerts	167
Service Center	170
Order Checks	170
Request Check Copy	171
Stop Payment Request	172
Single Check	172
Multiple Checks	173
Order Foreign Currency	174
Manage Overdrafts	175
Additional Services	177
Open New Account	177
Fee Schedule	177
Online Agreement	177
Privacy and Security	177
Branches and ATMs	178
Customer Support	180
Profile and Preferences	181
Quick Balance (Mobile Only)	181
To Enable Quick Balance	181
To Use Quick Balance	182
Profile and Contact Information	183
Account Preferences	184
Log In Preferences	185
Change Password	186
Change Login ID	187
Secure Delivery	188
Secure Delivery with International Contact Information	189
Accessibility	190

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