Helpful guides and videos to walk you through the process
We've provided guides to help you through ACH, Alerts, Fraud/Risk Management, Payments & Transfers and Reporting.
Create an ACH Template
Use templates to choose how many approvers will be required for payments, and if there's a maximum amount allowed.
Import NACHA File
Import NACHA file payment details from another application for processing.
Process an ACH Batch
Create and modify an ACH payment by using an ACH template.
Alerts Quick Reference Guide
Get an automatic alert when certain conditions occur.
Create an Alert
Set up recipients and groups to receive alerts, and choose which alert types they receive.
Fraud / Risk Management
Positive Pay Quick Reference Guide
Decide which items to pay or return based on details of suspect items.
Decisioning Positive Pay Exceptions
Learn how to view and decision your positive pay exception items.
Payments & Transfers
Process an Account Transfer
Choose from a single account transfer, or create a recurring or repeating pattern transfer.
Transaction Images Quick Reference Guide
Permit image viewing for transactions with images, such as deposit slips or cleared checks.
Download and Export Data Quick Reference Guide
Download and export balance and transaction data in a variety of formats.
eStatements Quick Reference Guide
Use the eStatements search to find specific eStatements based on statement type and date.
Learn how to apply filters, manage column headers and create a new view.
Download balance and transaction reports in a variety of file formats.
Find out how to sort, edit, run and export reports as well as make them public for sharing.
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