Citidirect be user guide app Nov 13, 2024 · Download the app to get started today! CitiDirect® clients must be specifically entitled for access and users should contact their organization’s Security Administrator for access prior to downloading the application. Under the user name is the system date and time for when the user last logged in. At the Sign-on screen, select your user name from the CitiDirect BE® Login Quick Reference Guide Logging In 1. com) before logging into CitiDirect BE Mobile with MFA. CitiDirect mobile token is embedded within the CitiDirect mobile app and offers an intuitive and quick activation process. Eastern time (8:30 a. 8. New CitiDirect User 1. If you’re new to CitiDirect BE, you’ll receive two separate emails with your login credentials. Schedule Reference ID – this will be automatically populated by CitiDirect. Designed for you. Click Continue. • For the User Guide, please log onto CitiDirect® Online Banking, visit the Learning Center, and click on the CitiDirect BE Mobile tab under the CitiDirect Basics section. Why should I try it? Setup is easy, activation takes just minutes, and login is easier than before! 3. We bring you a digital banking platform that is so simple and convenient, it's like having a bank in your hands. 3. CitiDirect Basics Using the basic features and functionality of CitiDirect Online Banking. CitiDirect BE Mobile | How to use CitiDirect BE Mobile — For Entitled Users • CitiDirect BE Mobile now supports Trade Advisor, which enables the same trade inquiry service available on CitiDirect Online (CDOL). Upon authorization of the user record, the user record status will change to Processed and it can be viewed on View screen. MFA users on CitiDirect BE Mobile and CitiDirect BE Tablet should proceed with “Challenge Response. • Users are able to log into CitiDirect BE Desktop using their Biometrics on the Mobile App — Fingerprint or Facial Recognition (in approved markets) On the Desktop For more details, please refer to the CitiDirect BE User Guide. Overview . The first will provide your login ID and the second will include a temporary password. Basics Guides CitiDirect BE Mobile Cross Border Funds Transfer Quick Reference Guides Trade Services Domestic Funds/Book Transfer Obtain Started Guide This Steer provides easy to follow workflow ensure yours must achieve to begin utilizing CitiDirect. It is free for all CitiDirect BE users. CitiDirect BE® Login Quick Reference Guide Logging In 1. What can users do in CitiDirect BE Document Center? The Account Status Certificate report provides essential account information in 3 sentences or less: The Account Status Certificate report produces information on the current status of a company's bank account, including the account address, open date, SWIFT code, and local tax ID where applicable. CitiDirect Client Definitions are entitled with the Solution’s Package and configured. If wish to use the Time Zone of your own profile and be the owner of the schedule leave this option blank. Connect to CitiDirect Online Banking. Import procedures, refer to the File Delivery Guide in the Learning Center at www. Log in to CitiDirect BE using your existing SafeWord® Card1 2. Click here to learn more. Screen captures in this guide contain dummy data for personal information and it is used for illustrative purposes only. In Online Help, you can: Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. Tutorials Basics Guides CitiDirect BE Mobile Cross Border Funds Transfer Quick Reference Guides Trade Services Domestic Funds/Book Transfer CitiDirect® Mobile Token Overview Frequently Asked Questions 1. 6. Users should have e-mail address set up in setup screen. For a consolidated user guide, refer to the Sign-on to CitiDirect® Online Banking Using the SafeWord™ Card After your initial sign-on and the creation of your personal sign-on name, follow the steps below for subsequent sign-ons to CitiDirect® Online Banking. * Create your CitiDirect BE MobilePASS login profile using activation information provided by Citi. Getting Started 2. This User Guide provides an outline of features, navigation tips, and step-by-step guidance with production print screens to assist Users to fully understand how to leverage this digital document submission solution. Click on the Trade Advisor tab located at the 2. creating the User in the CitiDirect BE portal 2. This user guide provides quick navigation tips for Account Certification screens to help users understand how to use this digital tool. Note: The CitiDirect Online Banking system regularly goes through maintenance each week from Saturday at 3:30 a. To check if you are an AML-approved user, please contact your System Administrator or a Citi Client Services representative. Yes, it is possible. SafeWord cards. Logging In 3. For any questions on solution details, please refer to the FAQ. Information on this is available on CitiDirect. 4. assigning the User individual entitlements to chosen CitiDirect functions, (action performed in CitiDirect Services window) Note! CitiDirect® Online Banking Domestic Funds Transfer and Book Transfer Guide May 2005 Citigroup® Global Transaction Services Proprietary and Confidential These materials are proprietary and confidential to Citibank, N. There is also a Quick Start flash demo on Citi’s Client Service Academy to provide users setup and functional training. CitiDirect Digital Onboarding Login Set Up | New CitiDirect Users New CitiDirect Users Follow the login steps outlined in the next few pages. 1. Select “Authentication” on the left-hand side of the screen to display • Create your CitiDirect BE login profile using activation information provided by Citi. To register, login to CitiDirect BE using the temporary password sent to you from portal. CitiDirect Online Help is available in the CitiDirect ® Online Banking application to provide you with information for using CitiDirect, including step-by-step instructions that guide you through platform and product functionality. Users can generate the report by selecting an account branch and number, and the report will be Dec 10, 2024 · The last update of the app was on November 5, 2024. CitiDirect has an APK download size of 62. Simple Payment: A faster and simpler way to submit a manual payment. The first item in the header is the User name and Client. • On your device, enter the “Challenge Code” that appears on the CitiDirect BE Login Page into the - For first time users, you must complete your registration on CitiDirect BE (https://portal. Payment Initiation 3. Basics Guides CitiDirect BE Mobile Cross Border Funds Transfer Quick Reference Guides Trade Services Domestic Funds/Book Transfer Getting Started Guide This Guide provides easy to follow procedures that you must perform to begin using CitiDirect. • Users are able to log into CitiDirect BE Desktop using their Biometrics on the Mobile App — Fingerprint or Facial Recognition (in approved markets) On the Desktop For more details, please refer to the CitiDirect BE User Guide. Note: If you are a new user, you may be required to change your Password (sent by email) and set up the Security Questions 1. User Guide Overview Document Scope This CitiManager® Site User Guide provides detailed step-by-step instructions for all CitiManager Site functions available to Cardholders. 7. you’re an existing CitiDirect BE user. CitiDirect has a content rating "Everyone". Apart from being easy to use, the product is comfortable, safe and feature-rich. 7. Upon Security Manager approval, download the SafeNet ® MobilePASS app on your smartphone. granting the User access to the CitiDirect application, (action performed in the CitiDirect BE portal) 3. 35 MB and the latest version available is 4. ” • Enter your Login ID, and click “Continue. CitiDirect BE on the web and on your mobile device with the CitiDirect BE app. 0. Upon registration, you may begin using CitiDirect BE Mobile. Eastern time until Sunday, at 1:00 a. Because of the diverse needs of our clients, two different interfaces have been designed. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services representative. Multi-factor Authentication Screen • CitiDirect BE Mobile now supports Trade Advisor, which enables the same trade inquiry service available on CitiDirect Online (CDOL). 2. Note: If you are a new user, you may be required to change your Password (sent by email) and set up the Security Questions Get direct access to CitiDirect 24/7 with the CitiDirect Mobile App. 0+. The Mobile App is an application that can be downloaded from the google play or apple app store CitiDirect Mobile App: For a streamlined experience, downloading the CitiDirect mobile app can help you manage payments, account balances, user access and more. 9 Is CitiDirect BE Mobile available for all CitiDirect users? Citi is rolling out CitiDirect BE Mobile on a branch-by-branch basis and is currently live in over 80 countries. Here are step-by-step guides of hot features to help you get familiar with our digital platforms. 9 Is CitiDirect BE Mobile available for all CitiDirect users? Citi is rolling out CitiDirect BE Mobile on a branch-by-branch basis. com. 11. If this step is not completed, the application can be downloaded; however, access will be denied upon log in. Get direct access to CitiDirect 24/7 with the CitiDirect Mobile App. Designed for Android version 9. You can now manage your finance easier and convenient without having to visit a branch or to call our hotline. If you are new to CitiDirect, you will receive two emails. Optimized Security Nov 18, 2024 · Download the app to get started today! CitiDirect® clients must be specifically entitled for access and users should contact their organization’s Security Administrator for access prior to downloading the application. Download it today! For a streamlined experience, downloading the CitiDirect mobile app can help you manage payments, account balances, user access and more. Step 2: Enter your User ID and Password. CitiDirect is FREE to download. Step 3: Authenticate your access and enable biometric authentication. Step 4: Use your mobile device’s fingerprint or facial recognition capability to log on to new CitiDirect® Mobile Token Enablement Guide for Security Managers The CitiDirect mobile token is a new, upgraded version of mobile token for CitiDirect desktop, mobile and tablet login. citidirect. Security Managers are able to scroll for more details, Approve or Reject Users in this view CitiDirect BE® Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Users These Guides provide information and helpful tips on some of the most commonly used functionality and features available in CitiDirect Online Banking. CitiDirect BE. CitiDirect BE ® will automatically populate beneficiary and payment details based on previously completed manually submitted transactions. • On your device, enter the “Challenge Code” that appears on the CitiDirect BE Login Page into the Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. In Login ID, enter the 6-digit alphanumeric ID on the back of your SafeWord Card. ps@citi. This is the user that is currently signed in to the application. FDIC-Insured - Backed by the full faith and credit of the U. Scan the QR code to download* the CitiDirect mobile app Quick Reference Guide For Existing Users Follow these steps to Get Started: Step 1: Retrieve Your Activation Code on CitiDirect BE 1. Header information appears at the top of every page in CitiDirect BE. com, select your country and click Go. Run Time User – your Security Managers may designate Functional Users that can own your schedule and operate in a designated time zone. Management/Mobile User Management. We would like to show you a description here but the site won’t allow us. ” A Challenge Code will be displayed. Save time with a streamlined login process – Biometrics Authentication available in approved markets •Quickly action payments with a modern and intuitive interface •Easily approve or reject new use… CitiDirect ® Online Banking: Online Help Guide Page 1 . Select Multi-factor from the Login Method menu. All CDM users should have . , and are intended for the exclusive use of CitiDirect® Online Banking customers. 9 Is CitiDirect BE Mobile available for all CitiDirect users? Please see the User Guide available on CitiDirect Online (CDOL). Additionally, the mobile app simplifies login with mobile token and biometric authentication. CitiDirect BE® Digital Citi Account Services Email Onboarding User Guide A quick reference for providing account opening information and documentation 1. confirmation of the account balance at a specific date. Let CitiDirect BE do the work for you AML approved users can authorize/release a payment. What is CitiDirect® mobile token? This is a new login credential available on the CitiDirect mobile app that enables users to login to CitiDirect® desktop, mobile and tablet. Launch CitiDirect on your computer and input your UserID, click on ‘Login’ to login with QR code or select ‘Login with Biometrics’ to login with biometrics. m. How long will it take for a transaction to appear on my phone once it has been entered into CitiDirect? CitiDirect BE Mobile is just a new user interface for the CitiDirect Online Banking CitiDirect® Mobile Token Overview Frequently Asked Questions 1. Greenwich Step 1: Download the CitiDirect BE ® App on your smartphone. S. • Once the MobilePASS activation is complete, you can generate dynamic passcodes directly from your smart phone to log in to CitiDirect BE via desktop, mobile or tablet device. CitiDirect® Mobile Token Enablement Guide for Security Managers The CitiDirect mobile token is a new, upgraded version of mobile token for CitiDirect desktop, mobile and tablet login. The Help link takes you to CitiDirect BE Online Help. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services CitiDirect BE Security Management Screen Redesign | Getting Started Guide 6 Create User Entitlement Association User Entitlement Association has been redesigned to make it easier to grant or remove entitlements from many users at once. Save time with a streamlined login process – Biometrics Authentication available in approved markets •Quickly action payments with a modern and intuitive interface •Easily approve or reject new use… The app lets users who already have a CitiDirect BE online account conduct core treasury functions from the palm of their hand. Government • To view the user details, tap on the row and the user details tray will appear. What can users do in CitiDirect BE Document Center? Authorized transaction(s) can only be viewed on the CitiDirect Online Banking application similar to a payment that was authorized on the online portal. This information is available in the user profile: Access Management/Mobile User Management. A. ‎CitiDirect® offers a mobile experience for payment review, authorization, initiation, and release. Select “My Settings” on the upper right-hand corner of the screen 3. Client For more details, please refer to the CitiDirect BE User Guide. Once activation is complete, you can log in to the desktop, mobile or tablet version of CitiDirect BE with passcodes generated on your smartphone. What certificates are available to users? Users are able to download the following types of the account certificate: 1. Click on the Trade Advisor tab located at the bottom of the logon screen to open this application. 12 Can payments be initiated in CitiDirect BE Mobile? Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. Note: Only CD Security Administrators can set up new CDM users. The foregoing statement shall appear. On the CitiDirect login page at https://portal. wluicim erpahw bci pfxeh iwh amhnbqfhl nkjherq fiqm kkiym hhmw