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Most Used Civista Digital Banking Tools of 2022

In the digital age, it's no surprise that more and more people are turning to their phones and laptops to take care of their routine banking needs. From online transfers to mobile check deposits, there are a number of different ways to manage your finances without ever having to step into a branch.

In 2022, Civista saw customers embrace digital banking tools to take control of their finances. Here are some of the most popular tools and features customers utilized over the past year.

#1 — Quick Transfer

The quick transfer feature allows you to quickly transfer funds right from the account dashboard. Simply click on an account tile options menu – the three vertical dots – and select ‘Quick Transfer’. Your chosen account will default as the from account.

#2 — Civista Personal Financial Management (PFM) Tools

Want to see your spending trends for utilities, phone, entertainment, coffee…?  Civista’s financial tools can help you do it!  Once you know, you can better plan, switch services or maybe event cut out that afternoon coffee!  To get started, navigate to the top of your account dashboard. There, you’ll see the Financial Tools section. Click on ‘Get Started’ and follow the prompts to enroll for this free service.

To get the most out of your experience, you’ll want to link all your accounts at other financial institutions.

External accounts eligible to be linked within Civista’s Digital Banking are dependent on the external financial institution/servicer’s ability and permissions.

#3 — Card Controls

Card controls give you the power to control your debit card while on the go. Access this feature under ‘Manage Cards’ > ‘Debit Card Control’. To view additional menu options, tap on your card image or click the ‘Card details’ button when on a desktop screen.

Features include:

  • Temporarily Enable/Disable Card
  • Request a New Card
  • Order Replacement Card
  • Report a Card Lost Stolen or Report Fraud Activity
  • Send Travel Notifications
  • Set Point of Sale Limit – Temporary Limit Increase

#4 — Recurring Transfers

You can set up recurring transfers from the ‘Move Money’ menu. Select the frequency for the transfer and let your digital banking do the work. You can review and make any changes to recurring transfers from the ‘Online Activity’ menu under ‘Recurring Transfers’.

 For more ways you can atomize your banking, check out our 7 Digital Banking Tools to Help You Bank Smarter, Not Harder blog.

#5 — Edit Categories

Another powerful feature that Civista customers took advantage of was the edit category feature for transactions. When enrolling in Financial Tools, your digital banking will automatically categorize transactions that come through on your accounts. You can recategorize these transactions if needed, allowing you to be more accurate and make better use of your budgeting and spending tools. You can even split a transaction to account for more than one category of spending.

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#1 — CardSwap

CardSwap can be found under the ‘Manage Cards’ menu. This feature offers customers the ability to manage their preferred payment card with their favorite retailers and subscription services like Amazon, Netflix, Venmo and more*.

Set up multiple cards and even external non-Civista debit or credit cards as your preferred payment and easily manage updating expired, lost, or stolen card information with all your accounts from a single login.

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#2 — Pay a Loan

If you have a loan with Civista, this is one of the easiest ways to make your payment. Located under the ‘Pay’ menu, the Pay a Loan feature lets you make a payment from any of your Civista accounts or an external account you’ve added to your digital banking – even set up recurring payments.

**Note when making payments within your digital banking, do not use the move money or quick transfer options to make a payment.

#3 — Mobile Check Deposit

You may not receive many paper checks these days, but when you do, you can save a trip to the bank with mobile check deposit. From the Civista Mobile Banking App, click the ‘Deposit Check’ option and use your device to take a picture of the check you are depositing.

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#4 — Unlock Your Account

Did you know when you’re locked out of your Civista Digital Banking you can unlock your account yourself? This self-service feature allows you to unlock your account without a phone call to the bank. From the login screen, click ‘Forgot/Unlock User ID’ and follow the prompts to unlock your account.

#5 — Customized Dashboard

Civista Account Tiles View

Your digital banking gives you the ability to customize your home dashboard for a more productive and personalized view. Your main dashboard is made up of tiles that show the names of your accounts and relevant details. You can give your accounts nicknames, create groups of accounts and even hide accounts you don’t need to see.

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The tools that Civista customers used in 2022 reflect the growing trend towards digital banking. More and more people are choosing to take care of their finances online. This shift towards digitization is changing the way we bank, and it's likely that this trend will continue into the future. So, if you're not already taking advantage of all the different digital banking tools available within Civista’s Digital Banking, now is the time to start!

*The listed companies are not sponsors nor endorsers of this product.

Setting up CardSwap on Laptop
Couple using financial tools in online banking
Financial Tools
Woman on phone outside
Digital Banking