First Citizens Bank Digital Banking for Consumers User Guide

First page Table of contents Next page Last page

Getting Started	10
Desktop New User Enrollment	10
Mobile New User Enrollment	11
First Time Log In	13
Logging In	15
Logging Off	16
Retrieve a Forgotten Username	17
Resetting a Forgotten Password	18
Home Page	20
Home Page Overview	20
Account Summary Overview	22
Mobile Thumb Bar	23
Accounts	24
Account Transactions	24
Exporting Transactions	26
Quick Transfer	27
Account Nickname	28
Details & Settings	29
Account Grouping	30
Editing a Group Name	31
Deleting a Group	31
Mortgages	32
Security	38
Protecting Your Information	38
General Guidelines	38
Login ID and Password	38
Fraud Prevention	38
Mobile Log In Preferences	40
Register Device for Authentication via Push Notifications	40
Enabling Touch ID® or Fingerprint Login	40
Enabling Passcode Authentication	42
Enabling Face ID®	43
Disabling Passcode Authentication, Touch ID®, Fingerprint or Face ID® Login	44
Apple® Watch	45
Apple® Watch Setup	45
Viewing Balances and Transactions	45
Account & Card Alerts	46
Account Alerts	46
Card Alerts	47
Security Alerts	48
Editing Delivery Preferences	49
Message Center Overview	50
Sending a Secure Message	51
Move Money (Payments & Transfers)	52
Overview	52
Transfer Funds Between First Citizens Accounts	53
External Transfers	55
How to Enroll in External Transfers	55
How to Add Accounts	56
How to Transfer Funds	57
How to Remove Accounts/Cancel Old External Transfers	58
Send Money with Zelle® Enrollment	59
One-time Enrollment	59
Adding a Trusted Recipient	60
Adding New Recipients from Device	62
Send Money with Zelle®	64
Request Money with Zelle®	66
Split Expenses with Zelle®	67
Activity in Zelle®	68
Zelle® Settings	69
Zelle® Limits	70
Zelle® FAQ	71
View Transfer Activity	72
Manage Online Activity Downloads	73
Editing and Cancelling Transfers	74
Switch Direct Deposit	75
How to Switch Direct Deposit	75
Your Direct Deposits Page	78
Direct Deposit Switch FAQ	79
Pay Bills (Payments & Transfers)	81
Bill Pay Overview	81
Creating a Payee Overview	83
Creating a Payee: Company	84
Editing a Payee	86
Deleting a Payee	87
Hiding or Unhiding Payees	88
Hide a Payee	88
Unhide a Payee	88
Scheduling Payments	89
Rush Delivery	90
Recurring Payments	92
Editing Payments	94
Skipping Payments	96
Deleting Payments	97
Setting Up eBills	98
Adding an Account	99
Editing an Account	100
Deleting an Account	101
Editing Alerts	102
Categories	103
Editing a Category	104
Deleting a Category	105
Accessing Mobile Bill Pay	106
Bill Pay Overview	107
Creating a Payee Overview	109
Creating a Payee: Company	110
Editing a Payee	112
Deleting a Payee	113
Hiding or Unhiding Payees	114
Hide a Payee	114
Unhide a Payee	115
Scheduling Payments	116
Rush Delivery	117
Recurring Payments	119
Editing Payments	121
Skipping Payments	123
Deleting Payments	124
Setting Up eBills	125
Adding an Account	127
Editing an Account	129
Deleting an Account	130
Editing Alerts	131
Categories	132
Editing a Category	133
Deleting a Category	134
Manage Recurring Payments	135
Manage Recurring Payments	135
Credit Card and Loan Payments	136
Credit Card and Loan Payments	136
View Payment Activity	138
Using Filters	139
Creating or Deleting Custom Views Using Favorites	140
Payments & Transfers for	141
International Users	141
Adding a Personal External Account	141
Verifying a Personal External Account	142
Revoking Authorization for External Transfer Accounts	143
Invest with First Citizens	144
Investment Product Selector in Digital Banking	144
Self-Directed Investing	145
Guided Investing	145
Personal Planning & Advice	145
Alert Notifications	146
Manage Alert Notifications	146
Mobile Check Deposits	147
Mobile Check Deposits	147
Manage My Money	148
Initial Setup	148
Linking an Account	148
Unlinking an Account	149
Categorizing Transactions	151
Splitting a Transaction	152
Digital Banking Home Page	153
Spending Overview	154
Spending: Recategorizing a Transaction	155
Budgets Overview	157
Auto-generated Budgets	158
Budgets From Scratch	158
Editing or Deleting a Budget	159
Managing Budgets	160
Trends Overview	161
Debts Overview	162
Net Worth Overview	163
Cash Flow Overview	164
Cash Flow Set Up	164
Adding a Suggested Cash Event	166
Creating Your Own Cash Event	167
Editing, Deleting or Skipping a Cash Event	169
Manage Cards	170
To Activate a Card	171
To Lock/Unlock Card	172
Accessing the FCB Rewards Website	173
Statements & Documents	177
eStatements	177
Tax Documents	178
eStatement Delivery	179
FICO® Credit Score	180
View FICO® Credit Score	180
Monthly FICO® Email alerts	180
Service Center	183
Order Checks	183
Request Check Copy	184
Stop Payment Request	185
Single Check	185
Multiple Checks	186
Order Foreign Currency	187
Manage Overdrafts	188
Additional Services	190
Open New Account	190
Fee Schedule	190
Online Agreement	190
Privacy and Security	190
Branches and ATMs	191
Customer Support	193
Profile and Preferences	194
Quick Balance (Mobile Only)	194
To Enable Quick Balance	194
To Use Quick Balance	195
Profile and Contact Information	196
Push Notifications	197
Enabling Push Notifications During Device Setup	198
Enabling Push Notifications Under Profile & Preferences	200
Account Preferences	201
Log In Preferences	202
Change Password	203
Change Login ID	204
Secure Delivery	205
Secure Delivery with International Contact Information	207
Accessibility	208

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