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
Payments & Transfers	43
Move Money Overview	43
Pay Bills Overview	44
Tools Overview	45
Move Money (Payments & Transfers)	46
Transfer Funds Between Accounts	46
Transfer to Another Customer	48
Linking Someone’s First Citizens Account	48
Single Transfers Between First Citizens Accounts	50
Send Money with Zelle® Enrollment	51
One-time Enrollment	51
Adding a Trusted Recipient	52
Send Money with Zelle®	53
Request Money with Zelle®	55
Split Expenses with Zelle®	56
Zelle® Settings	57
View Payment and Transfer Activity	58
Editing and Cancelling Transfers	59
Pay Bills (Payments & Transfers)	60
Credit Card and Loan Payments	60
Bill Pay Overview	62
Creating a Payee Overview	64
Creating a Payee: Company	65
Editing a Payee	67
Deleting a Payee	68
Hiding or Unhiding Payees	69
Hide a Payee	69
Unhide a Payee	69
Scheduling Payments	70
Rush Delivery	71
Recurring Payments	73
Editing Payments	75
Skipping Payments	77
Deleting Payments	78
Setting Up eBills	79
Adding an Account	80
Editing an Account	81
Deleting an Account	82
Editing Alerts	83
Categories	84
Editing a Category	85
Deleting a Category	86
Accessing Mobile Bill Pay	87
Bill Pay Overview	88
Creating a Payee Overview	90
Creating a Payee: Company	91
Editing a Payee	93
Deleting a Payee	94
Hiding or Unhiding Payees	95
Hide a Payee	95
Unhide a Payee	96
Scheduling Payments	97
Rush Delivery	98
Recurring Payments	100
Editing Payments	102
Skipping Payments	104
Deleting Payments	105
Setting Up eBills	106
Adding an Account	108
Editing an Account	110
Deleting an Account	111
Editing Alerts	112
Categories	113
Editing a Category	114
Deleting a Category	115
Manage Recurring Payments	116
View Payment Activity	117
Using Filters	117
Creating or Deleting Custom Views Using Favorites	118
Tools (Payments & Transfers)	119
Verifying a Personal External Account	120
Revoking Authorization for External Transfer Accounts	121
Mobile Check Deposits	122
Mobile Check Deposits	122
Manage My Money	123
Initial Setup	123
Linking an Account	123
Unlinking an Account	124
Categorizing Transactions	126
Splitting a Transaction	127
Digital Banking Home Page	128
Spending Overview	129
Spending: Recategorizing a Transaction	130
Budgets Overview	132
Auto-generated Budgets	133
Budgets From Scratch	133
Editing or Deleting a Budget	134
Managing Budgets	135
Trends Overview	136
Debts Overview	137
Net Worth Overview	138
Cash Flow Overview	139
Cash Flow Set Up	139
Adding a Suggested Cash Event	141
Creating Your Own Cash Event	142
Editing, Deleting or Skipping a Cash Event	144
Manage Cards	145
To Activate a Card	146
To Lock/Unlock Card	147
Statements & Documents	148
Statements	148
Tax Documents	149
Statement Delivery	150
FICO® Credit Score	151
View FICO® Credit Score	151
Monthly FICO® Email alerts	151
Service Center	153
Order Checks	153
Request Check Copy	154
Stop Payment Request	155
Single Check	155
Multiple Checks	156
Order Foreign Currency	157
Manage Basic Overdraft	158
Additional Services	159
Open New Account	159
Fee Schedule	159
Online Agreement	159
Privacy and Security	159
Customer Support	160
Branches and ATMs	161
Profile and Preferences	162
Quick Balance	162
To Enable Quick Balance	162
To Use Quick Balance	163
Profile and Contact Information	164
Account Preferences	165
Log In Preferences	166
Change Password	167
Change Login ID	168
Secure Delivery	169
Secure Delivery with International Contact Information	170
Change Background	171

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