Commercial Advantage Learning Center

Helpful guides and videos to walk you through the process

Our Learning Center puts all the information about Commercial Advantage at your fingertips. These resources provide a helping hand whenever needed.

Getting Started

Profile Manager

Understand how to self-service first name, last name, email address and enrollment factors in Profile Manager.

Navigation

Navigate through the Commercial Banking platform with ease using this explanatory guide.

User Management

Learn how to set up and manage users, user permissions, approval limits and more.

Mobile Banking Application

Learn how to download, use and manage users in the mobile banking app.

System Overview

Learn about the Commercial Advantage platform in this video.

Reporting Overview

Learn about Commercial Advantage Reporting in this video.

Administration & Settings

Learn about Administration & Settings in this video designed for Commercial Advantage Administrators.

Managing Permissions

Learn how to manage users and their permissions.

Adding & Managing Widgets

Learn how to add and manage widgets within workspaces.

Creating New Contacts

Learn how to create new contacts in the Contact Center.

ACH

ACH Payments

Learn how to create, manage and approve ACH payments.

NACHA File Specs

Ensure your NACHA files are properly formatted to be accepted by Commercial Advantage.

NACHA File Information

Ensure your vendor-provided NACHA files are properly formatted to be accepted by Commercial Advantage.

Creating an ACH Template

Use templates to choose how many approvers will be required for payments, and if there's a maximum amount allowed.

Importing a NACHA File

Import NACHA file payment details from another application for processing.

Processing an ACH Batch

Create and modify an ACH payment by using an ACH template.

Alerts

Fraud / Risk Management

Positive Pay

Learn more about Check, Reverse and ACH Positive Pay.

Decisioning Positive Pay Exceptions

Learn how to view and decision your positive pay exception items.

Creating a Single Check Positive Pay Issue-Void Item

Learn how to create check issues and voids through positive pay.

Importing Positive Pay Issue-Void Files

Learn how to import, delete and approve a check issue-void file.

Payments & Transfers

ACH Payments

Learn how to create, manage and approve ACH payments.

Domestic Wires

Learn how to create and approve domestic wire payments.

International Wires

Learn how to create and approve international wire payments.

Stop Pay Feature

Learn how to view, manage and cancel a stop payment.

Modify a Single Template to a Recurring Template

Learn how to modify a single template to a recurring template by adding a scheduled recurrence.

Create a New Transfer Template

Transfer templates are for internal transfers between First Citizens accounts. Learn how to create new transfer templates.

Create an International (FX) Wire Needs Rate Alert

Set an alert that notifies you when a currency reaches your target rate of exchange.

Modify an International Wire Template with a Needs Repair Status

Learn how to modify an existing international wire template listed in a needs repair status.

Payments Overview

Learn about Commercial Advantage Payments & Transfers in this video.

Processing an Account Transfer

Choose from a single account transfer, or create a recurring or repeating pattern transfer.

Placing a Stop Payment

Learn how to process a stop payment.

Processing a Wire Transfer

Learn how to create and submit a free-form wire transfer.

Reporting

eStatements

Use the eStatements search to find specific eStatement based on statement type and date.

Transaction Images

Learn how to view images for transactions, including deposit slips and cleared checks.

Downloading and Exporting Data

Download and export balance and transaction data in a variety of formats.

Access Commercial Loan Information Reporting via Legacy Reports

Learn how to access commercial loan information reporting in Commercial Advantage.

eStatement Search

Learn how to search for and generate eStatements.

Customizing Lists

Learn how to apply filters, manage column headers and create a new view.

Exporting Information

Download balance and transaction reports in a variety of file formats.

Reports Management

Find out how to sort, edit, run and export reports as well as make them public for sharing.

Custom Reporting

Learn how to view, edit, create and save custom reports.

Legacy Reports

Learn how to view, save and print legacy reports.

Ancillary Services

Commercial Advantage Conversion Instructions for Intuit Products

This guide provides conversion instructions for Intuit Products to First Citizens Bank—including QuickBooks®, QuickBooks Online®, Quicken® and Mint® for both Windows and Mac.

Digital Banking Conversion Instructions for Intuit Products

This guide provides conversion instructions for Intuit Products to First Citizens Bank—including QuickBooks®, QuickBooks Online®, Quicken® and Mint® for both Windows and Mac.

Quicken and QuickBooks are registered trademarks of Intuit, Inc. First Citizens Bank is not affiliated or associated with Intuit, Inc.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

Bank deposit products are offered by First Citizens Bank. Member FDIC and an Equal Housing Lender. icon: sys-ehl.