Digital Banking

Digital Banking enrollment & initial log-in

Step 1: Enroll for Digital Banking
Establish a user name and password on the new user enrollment screen.

Step 2: Download the Citizens Bank Mobile App
For those logging in with a mobile device

Search Citizens Bank-WI or use the App Store or Google Play links above.

Step 3: Log in with your Digital Banking credentials
Log in to the Mobile App or via Online Banking on the website using your user name and password. You may be periodically prompted to update your password.

Step 4: Enter your verification code
You'll be asked to provide a phone number (mobile number preferred) to receive a verification code via text or call. This process helps us authenticate you to ensure secure access.

Step 5: Complete the process
You'll be asked to accept a new user agreement. Mobile app users will also set up a 4-digit passcode plus an optional biometric option.

Create an internal transfer

You can create one-time transfers, future-dated transfers, and recurring transfers between Citizens Bank accounts.

Select an option.
- Select Transfers from the main menu, then select Make a transfer (above the calendar), or
- Select Transfer in the quick actions section of the dashboard.
Select the account you want to transfer funds from, and then select an account for the destination (the 'To' account).
Enter the transfer amount.
Follow the steps for what you want to do:

I want to:	Steps
Create a one-time, immediate transfer	Select Submit.
Create a one-time, scheduled (future-dated) transfer	Select More options. Leave Frequency set to the default 'Once'. Select the Date field. Select a date for the transfer if you want something other than 'Soonest available'. Select Submit.
Create a recurring transfer	Select More options. Change the Frequency field. Select a date for the repeating transfer to start. Select Submit.

TIP: If your transfer is an immediate, internal transfer, you can add a memo note by selecting More options and completing the Memo field.

Set account alert preferences

From the Dashboard or Accounts section from the main menu, select an account.
Select Alert preferences.
To set balance alerts, select '+Add alert' on the Balance tab, enter your desired amount, pick your notification method, then select Add alert.
To set transaction alerts, select '+Add alert' on the Transaction tab, enter your desired transaction type and amount, pick your notification method, then select Add alert.

Set up a new person or vendor to pay

To add a new payee:

Select Payments from the main menu.
In the Payments section, select '+ New payee'.
Select an option.
- Select Add a bill (to pay a company).
- Select Add a person (to pay an individual).
Complete the fields to create a payee, then select Submit.
When prompted for your password, enter it and select Submit.

The new payee appears on the Payments screen with a payee Details screen that appears when the payee is selected.

Change my account nickname

Call it like it is by giving your accounts names that make sense to you.

Select an account from the Accounts section on the dashboard, from the Accounts screen, or from the Accounts section in the general Settings screen.
If you're on the account detail screen, select Settings. If you're on the general Settings screen, select the institution and then select the specific account you want to manage settings for.
Next to the account name, select Rename.
Type the new name, and then select Save.

Set debit card controls

Scroll down on the Dashboard screen to the Card management section.
Select the appropriate card you want to manage.
To temporarily lock a card so it can't be used for transactions, select the green toggle button, then select Lock card.
Select Alerts and protection to set alert preferences, spending limits, and restrictions based on location, merchant type, or transaction type.

Online Banking + Mobile App

Together, they're Digital Banking from Citizens Bank.

Digital Banking Features

Maximize your cash flow with Citizens Bank’s digital tools just for businesses.

This is how you do it.