CitiDirect® Online Banking

CitiDirect® Online Banking
CitiDirect® Online Banking
CitiDirect Basics: Getting Started Guide
March 2008
Proprietary and Confidential
These materials are proprietary and confidential to Citibank, N.A., and are intended for the exclusive
use of CitiDirect® Online Banking customers. The foregoing statement shall appear on all copies of
these materials made by you in whatever form and by whatever means, electronic or mechanical,
including photocopying or in any information storage system. In addition, no copy of these materials
shall be disclosed to third parties without express written authorization of Citibank, N.A.
Table of Contents
Overview ........................................................................................................................... 1
Additional Resources ........................................................................................................ 1
Basics Guides ............................................................................................................ 1
Online Help ................................................................................................................ 1
CitiDirect Customer Support ...................................................................................... 2
Local Language Availability............................................................................................... 2
Installation Requirements.................................................................................................. 2
Sign-on Requirements ...................................................................................................... 2
Optimizing Your CitiDirect Experience .............................................................................. 3
Change Your Screen Resolution ................................................................................... 3
Registration, Check My PC, and Installation..................................................................... 5
Registration ................................................................................................................... 5
Check My PC................................................................................................................. 7
Install CitiDirect with Sun Microsystems® Java Software (JRE) ................................ 7
Initial Sign-on to CitiDirect® Online Banking.................................................................... 10
SafeWord™ Card Users ............................................................................................... 10
Secured Password Users ............................................................................................ 13
Subsequent Sign-on to CitiDirect .................................................................................... 16
SafeWord Card Users ................................................................................................. 16
Secured Password Users................................................................................................ 19
Log-out Procedures......................................................................................................... 20
CitiDirect Log-out......................................................................................................... 21
Internet Explorer Log-out............................................................................................. 21
Closing Active Windows Versus Logging Out ............................................................. 22
Closing www.citidirect.com ...................................................................................... 23
Closing Additional Windows..................................................................................... 23
The CitiDirect® Online Banking Web Site........................................................................ 24
Accessing The Web Site ............................................................................................. 25
Access Through the CitiDirect Application............................................................... 25
Go to www.citidirect.com ......................................................................................... 25
Disclaimer ....................................................................................................................... 30
Overview
CitiDirect® Online Banking puts all of your corporate banking functions in one security-protected
place, giving you around the globe, centralized access to your account information in real time,
right from your desktop.
Getting started with CitiDirect Online Banking involves three procedures:
•
Registering at the CitiDirect Web site (www.citidirect.com);
•
After Web site registration, running the Check My PC program to determine if your computer
meets the minimum software requirements to run CitiDirect;
•
Installing the CitiDirect software directly from www.citidirect.com.
This Guide provides the step-by-step instructions for these procedures. In addition, this Guide
covers:
•
Initial Sign-on to CitiDirect
•
Subsequent Sign-on to CitiDirect
•
Log out Procedures
By registering at www.citidirect.com, you can also access a wide range of information to assist
you in using CitiDirect services. The Web site contains information such as the Learning
Center, which provides Guides to help you work more efficiently and effectively in CitiDirect.
For more information on www.citidirect.com, refer to the CitiDirect Online Banking Web Site
section of this Guide.
Additional Resources
Basics Guides
This Basics Guide is one of a series of CitiDirect Online Banking Basics Guides that cover
features and functionality across all CitiDirect services. You can access the series of Basics
Guides in the Learning Center at www.citidirect.com.
Online Help
For general questions while working in CitiDirect Online Banking, you can use Online Help. A
comprehensive self-service capability, Online Help contains detailed information and
descriptions of terms for all functionality and services offered through CitiDirect.
You can access Online Help by clicking the
icon in the lower left corner of your CitiDirect
navigation bar or by pressing the F1 key on your keyboard.
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CitiDirect Customer Support
In addition to Online Help, the CitiDirect Customer Support resources described below are
available to you.
www.citidirect.com Our Web Site contains FAQs, which address both the use of the
application and the Web site. The Web site also offers the Learning Center, referenced in this
Guide, where you can access training support materials at anytime – 24 hours a day, 7 days a
week.
Customer Service You can contact our CitiDirect Online Banking Service Representatives
who are available to support your technical needs, as well as to assist you with general
CitiDirect questions. For a list of representatives in your area, go to the Contacts section of
www.citidirect.com.
Local Language Availability
CitiDirect Online Banking enables you to view details, execute transactions, produce information
reports, and perform inquiries in many local languages. You can select a language other than
English anytime you sign-on to CitiDirect. For more information on working in a language other
than English, refer to the Initial Sign-on to CitiDirect section of this Guide.
A complete list of the local languages supported by CitiDirect is available on www.citidirect.com
under the About CitiDirect tab in the CitiDirect Platform section.
Installation Requirements
For a successful installation of CitiDirect Online Banking, ensure that you have the following:
• Microsoft ® Internet Explorer (IE) version 5.0 Service Pack 1 or higher installed on your
computer.
•
If you are a Windows NT®, 2000, XP or Vista user, you will need Administrator Rights to
your personal computer (PC) if updates/installs to Sun Microsystems® Java Software (JRE)
are needed to run CitiDirect Online Banking. Administrator Rights are also required to
download CitiDirect application updates.
Note:
If you have any issues installing CitiDirect, you may not have Administrator Rights to
your PC. In that case, please contact your technical support staff.
Sign-on Requirements
To sign-on to CitiDirect, ensure that you have the following:
• A SafeWord™ card and a corresponding Personal Identification Number (PIN), or a
Secured Password ID, provided by your Security Manager.
•
If you are using a new SafeWord card to sign on to CitiDirect, you will also need to enter
your Client ID, which should be provided by your Security Manager. Please contact your
Security Manager if you need assistance with sign-on credentials.
•
Successful installation of the CitiDirect Online Banking software.
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Optimizing Your CitiDirect Experience
CitiDirect® Online Banking is designed to operate on the minimum system requirements listed
on www.citidirect.com. However, there are screen settings on your computer that, when
modified, may enhance your CitiDirect experience.
Change Your Screen Resolution
Screen resolution is the sharpness and clarity of an image displayed on a monitor. The higher
the screen resolution, the sharper the image will appear on your monitor. The minimum required
screen resolution to view CitiDirect is 800 x 600 pixels. If your monitor can support a resolution
of 1024 x 768 pixels or higher, we recommend increasing the output resolution to your computer
monitor.
In addition to the benefit of sharpening the image display, increasing the screen resolution will
improve the amount of available display space on your screen and reduce the amount of
horizontal and vertical scrolling required.
A few items to be aware of before you make this change:
•
A higher screen resolution reduces the size of items on your screen and increases the
relative space on your desktop. Altering the screen resolution will affect your entire system
display.
•
Your monitor, video hardware, and video control software will ultimately determine whether
you can modify your screen resolution. You may not be able to increase the resolution
above a certain level.
•
Changes to screen resolution affect all users that log on to the computer.
Change your screen resolution by following the steps below.
1.
Access the Display Properties dialog box in either of the following ways:
•
From the Windows Taskbar, click Start, point to Settings, and then click Control
Panel. A list of Control Panel options appears. Double-click Display. The Display
Properties dialog box appears. Go to Step 2.
•
Right-click on your desktop and select Properties. The Display Properties dialog box
appears. Go to Step 2.
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2.
In the Display Properties
dialog box, click the Settings
tab.
3.
Under Screen area, click and
drag the slider until the screen
resolution reads 1024 by 768
pixels.
4.
To apply your new desktop
settings, click OK. A Display
Properties confirmation dialog
box appears.
5.
Click OK. The new display
setting takes effect and a
Monitor Settings dialog box
appears. To keep the new
setting, click Yes.
Note:
Slider
In some instances your display area may appear smaller after changing the resolution.
You can enlarge the display
area using the buttons on
the front of your monitor.
For more information, refer
to your monitor’s owner’s
manual for instructions on
changing the vertical and
horizontal size of the image
display.
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Registration, Check My PC, and Installation
Getting started in CitiDirect® Online Banking is a three-step process: Registration, Check My
PC, and Installation. This section describes the process starting with Registration at the
CitiDirect Web site (www.citidirect.com). You must be registered at the Web site to run Check
My PC and install CitiDirect. Register at the CitiDirect Web site by following the steps below.
Registration
1.
Go to www.citidirect.com. The CitiDirect Online Banking Web site home page appears.
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2.
Click Registration on the left navigation bar.
The Registration page appears. You must complete all fields for successful registration.
Note:
3.
You can register and run Check My PC in a language other than English by choosing a
language from the Language Preference drop down on the www.citidirect.com home
page.
Complete all fields, and then click Submit.
The www.citidirect.com home page appears.
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Check My PC
The Check My PC program determines if your Personal Computer (PC) meets the minimum
software requirements to run CitiDirect®Online Banking.
Installation
Install CitiDirect with Sun Microsystems ® Java Software (JRE)
Note: Administrator Rights Required
You must have Administrator Rights to Windows® NT, 2000, XP and Vista systems in order to
install and run CitiDirect® Online Banking and to update and install any third-party components
needed to run CitiDirect. They are also needed to download CitiDirect application updates. If
you are unsure as to your access rights, please contact the IT group in your organization.
1.
Go to www.citidirect.com.
2.
Click the Getting Started tab. The CitiDirect® Online Banking - Getting Started page
appears.
3.
Click the Check My PC with Sun Java Software link.
A screen providing information on running CitiDirect Online Banking with Sun Java
Software appears.
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Scroll to the Check My PC with Sun Java Software section and click the Check My PC
with Sun Java Software link.
4.
The Welcome to Check My PC screen will appear. Review the information on the screen
and then click the Check My PC with Sun Java Software button. This program will run to
determine if your PC meets the minimum software requirements to run CitiDirect.
Note: You can find a complete list of the versions of Sun JRE certified for use with
CitiDirect by referring to the Downloading Sun Java Software (JRE) FAQ.
•
If your system meets the requirements:
The Check MY PC - Ready for CitiDirect Online Banking screen appears.
•
If your system does not meet the requirements:
The Check My PC - Not Ready for CitiDirect Online Banking screen appears. Please
read and act upon the information provided on that screen.
When applicable, you will be provided with links to Web sites where you can download
software upgrades. If you decide to access any of the links, you will leave Citibank’s
Web site. You should be aware that if you elect to download any software, you are
responsible for complying with all applicable laws, including, but not limited to, any
import/export or use laws to which you may be subject and obtaining any required
license or authorization.
You can add the Check My PC page to your browser’s Favorites list in order to come
back quickly and re-check your PC after making any adjustments required to run
CitiDirect.
Note: You must successfully run the Check My PC program and come to the Check My
PC – Ready For CitiDirect Online Banking screen in order to install and run the CitiDirect
software.
5.
Click Install CitiDirect. At the next screen, select Install CitiDirect directly from the Web
site and click Continue.
Note: If you received a CD-ROM for CitiDirect installation, select the Install from the
CitiDirect Installation CD-ROM option and click Continue. On-screen instructions will
guide you through the installation.
6.
The CitiDirect Online Banking – Download Export Terms screen appears. Please read
this information. If you agree to the terms on this screen and wish to continue your
installation, you should click Proceed with Download. (If you choose Refuse Download,
you will be returned to the Welcome to Check My PC screen.)
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The Installing CitiDirect Online Banking Software screen appears.
When the software download is complete, the CitiDirect Online Banking – Software
Installation Complete screen appears.
Note:
7.
Click the CitiDirect Online Banking link and add the CitiDirect Sign-on page to your
browser’s Favorites list for a convenient way to sign on later. To set CitiDirect as a
favorite, click Favorites on your browser menu and then click Add to Favorites.
You can now proceed to the Initial Sign-on to CitiDirect Online Banking section of this
Guide.
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Initial Sign-on to CitiDirect ® Online Banking
To ensure successful initial sign-on to CitiDirect® Online Banking, you must have a SafeWord™
card and a corresponding Personal Identification Number (PIN), or a Secured Password ID,
provided by your Security Manager.
If you are using a new SafeWord card to sign on to CitiDirect, you will also need to enter your
Client ID, which should be provided by your Security Manager. Please contact your Security
Manager if you need assistance with sign-on credentials.
SafeWord ™ Card Users
Sign on to CitiDirect Online Banking using a SafeWord card by following the steps below.
1.
Go to your CitiDirect Sign-on link in your browser’s Favorites list or one of the URLs listed
below.
Sun Java North and South America: https://us.citidirect.citicorp.com/jre.
Sun Java Europe, Middle East and Africa: https://europe.citidirect-eb.Citicorp.com/jre.
Sun Java Asia: https://asia.citidirect-eb.citicorp.com/jre.
The CitiDirect Sign-on screen appears.
Note:
2.
If you prefer to work in CitiDirect in a language other than English, select your
preferred language from the list of languages at the top of the CitiDirect Sign-on
screen.
Select New User from the Sign-on Name field, and then click Submit.
The Sign-on Name/Sign-on ID screen appears.
3.
In the Sign-on Name field, create your sign-on name using any combination of letters and
numbers up to 10 characters and containing no special characters or spaces. The Sign-on
Name is not case sensitive.
4.
In the Sign-on ID field, enter the Serial Number printed on the back of your SafeWord
card.
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5.
Click Submit. The Challenge/Response screen appears. At the Challenge/Response
screen, you must enter a dynamic response generated by using your SafeWord card. Go
to step 6 to generate the response.
6.
Press ON to activate your SafeWord card.
7.
At the ENTR PIN prompt, enter your 4-digit PIN that is printed in the PIN envelope
provided by your Security Manager.
8.
At the HOST? prompt, enter the number “9.”
9.
At the CHALLNG? prompt, enter the Challenge (excluding the first “9”) that appears in the
Challenge field of the Challenge/Response window on your computer screen.
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10. In the Response field on your computer screen, enter the response displayed on the
SafeWord card. Click Submit.
The Client ID screen appears.
Note:
The Client ID is required when you sign on to CitiDirect Online Banking for the first time
using a new SafeWord card.
11. Enter your Client ID in the field provided. Click Submit.
The Welcome to CitiDirect® Online Banking screen appears. The CitiDirect Online
Banking Web site also opens in the background.
12. To begin working in CitiDirect, click the name of the category / service that you want to
access from the navigation bar.
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The Welcome to CitiDirect® Online Banking screen is the first screen that appears each time
you sign on. To begin working in CitiDirect click the name of the category/service class that you
want to access from the left navigation bar.
Customize Your Main Screen
To personalize your CitiDirect experience and work more efficiently, you can select a
customized main screen. This customized main screen will then appear each time you sign-on
to CitiDirect, replacing the Welcome to CitiDirect Online Banking screen. You can make this
change using the Preferences feature. Until you select and submit a preference to personalize
your main screen, the Welcome to CitiDirect Online Banking screen will continue to appear.
Note:
For complete details on setting your preferences, see the CitiDirect Basics: Setting Your
Preferences Guide available in the Learning Center at www.citidirect.com.
Secured Password Users
Sign on to CitiDirect Online Banking using a Secured Password by following the steps below.
1.
Go to your CitiDirect Sign-on link in your browser’s Favorites list or one of the URLs listed
below.
Sun Java North and South America: https://us.citidirect.citicorp.com/jre.
Sun Java Europe, Middle East and Africa: https://europe.citidirect-eb.Citicorp.com/jre.
Sun Java Asia: https://asia.citidirect-eb.citicorp.com/jre.
The CitiDirect Sign-on screen appears.
Note:
2.
If you prefer to work in CitiDirect in a language other than English, select your
preferred language from the list of languages at the top of the CitiDirect Sign-on
screen.
Select New User from the Sign-on Name field, and then click Submit. The Sign-on
Name/Sign-on ID screen appears.
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3.
In the Sign-on Name field, create your sign-on name using any combination of letters and
numbers up to 10 characters and containing no special characters or spaces. The Signon Name is not case sensitive.
4.
In the Sign-on ID field, enter the Secured Password ID provided by your Security
Manager.
5.
Click Submit. The Password screen appears.
6.
In the Password field, enter the CitiDirect Secured Password provided by your Security
Manager. You should have received the password in two portions.
7.
Click Submit. The first time you signs-on with a Secured Password, CitiDirect
automatically displays the Change Password dialog box.
Note:
If the Change Password dialog box does not appear, immediately report it to your
Security Manager.
8.
In the Current password field, enter the complete password provided by the Security
Managers, type a new password in the New password and New password again fields,
and then click Submit. Refer to the Password Rules section of this Guide for more
information about passwords.
9.
CitiDirect will open and you can begin using the application. The CitiDirect Online Banking
Web site also opens in the background.
The Welcome to CitiDirect® Online Banking screen is the first screen that appears each
time you sign on to CitiDirect. To begin working in CitiDirect click the name of the
category/service class that you want to access from the left navigation bar.
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Use the following rules as a guideline for choosing a password.
Password Rules
Your Secured Password must:
• Not be the same as your User ID.
•
Consist of a minimum of six characters and mixed alphabetic and numeric characters.
•
Contain no more than two consecutive, identical characters.
•
Be changed at least every 30 days.
Customize Your Main Screen
To personalize your CitiDirect experience and work more efficiently, you can select a
customized main screen. This customized main screen will then appear each time you sign-on
to CitiDirect, replacing the Welcome to CitiDirect Online Banking screen. You can make this
change using the Preferences feature. Until you select and submit a preference to personalize
your main screen, the Welcome to CitiDirect Online Banking screen will continue to appear.
Note:
For complete details on setting your preferences, see the CitiDirect Basics: Setting Your
Preferences Guide available in the Learning Center at www.citidirect.com.
Password Maintenance
•
Re-use of passwords is prohibited for a minimum of six consecutive changes. After more
than six consecutive failed sign-on attempts, your Security Manager must reset User IDs
associated with the password.
•
If you believe that your Secured Password has become known to anyone, you must change
it immediately.
•
Password resets are restricted to one per 24-hour period, unless you are a Security
Manager.
•
If your Security Manager has reset your Secured Password, the Change Password dialog
box appears. You are required to change your password before further activity.
•
You are responsible for any activities that occur with the use of your User ID and Secured
Password.
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Subsequent Sign-on to CitiDirect
Once you have signed on for the first time and created your Sign-on name, you will follow the
subsequent Sign-on process to access CitiDirect® Online Banking. This section provides the
subsequent Sign-on process for both SafeWordTM card and Secured Password users.
If you are using a new SafeWord card to sign on to CitiDirect, you will also need to enter your
Client ID, which should be provided by your Security Manager. Please contact your Security
Manager if you need assistance with sign-on credentials.
Note:
The Client ID is required when you sign on to CitiDirect Online Banking for the first time
using a new SafeWord card. If you are an existing user or a Security Manager you can
also obtain the Client ID by placing your mouse cursor over the Client Name in the
upper right corner of any CitiDirect Online Banking screen.
12345
12345
SafeWord Card Users
For subsequent sign-on to CitiDirect Online Banking using your SafeWord card, follow the steps
below.
1.
Launch your Internet browser.
2.
Select CitiDirect Sign-on from your browser’s Favorites list or go to one of the URLs
listed below.
Sun Java North and South America: https://us.citidirect.citicorp.com/jre.
Sun Java Europe, Middle East and Africa: https://europe.citidirect-eb.Citicorp.com/jre.
Sun Java Asia: https://asia.citidirect-eb.citicorp.com/jre.
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The CitiDirect Sign-on screen appears.
3.
Select your user name from the drop-down list, and then click Submit. The
Challenge/Response screen appears.
4.
At the Challenge/Response screen, you must enter a dynamic response generated by
using your SafeWord card. Go to step 4 to generate the response.
5.
Press ON to activate your SafeWord card.
6.
At the ENTR PIN prompt, enter your 4-digit PIN that is printed in the PIN envelope
provided by your Security Manager.
7.
At the HOST? prompt, enter the number “9.”
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8.
At the CHALLNG? prompt, enter the Challenge (excluding the first “9”) that appears in the
Challenge field of the Challenge/Response window on your computer screen.
9.
In the Response field on your computer screen, enter the response displayed on the
SafeWord card. Click Submit. CitiDirect will open and you can begin to use the
application. The CitiDirect Online Banking Web site also opens in the background.
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Secured Password Users
For subsequent sign-on to CitiDirect Online Banking using your Secured Password, follow the
steps below.
1.
Launch your Internet browser.
2.
Select CitiDirect Sign-on from your browser’s Favorites list or go to one of the URLs
listed below.
Sun Java North and South America: https://us.citidirect.citicorp.com/jre.
Sun Java Europe, Middle East and Africa: https://europe.citidirect-eb.Citicorp.com/jre.
Sun Java Asia: https://asia.citidirect-eb.citicorp.com/jre.
The CitiDirect Sign-on screen appears.
3.
Select your user name from the drop down list, and click Submit. The Secured
Password screen appears.
4.
Enter your CitiDirect Secured Password, and then click Submit. You will be signed on
to CitiDirect.
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Log-out Procedures
When you sign on to CitiDirect® Online Banking, the CitiDirect Web site (www.citidirect.com)
automatically opens in the background. While working in CitiDirect, you may have also opened
additional windows. The impact of logging-out of CitiDirect while other windows are open or
closing other windows while still signed on to CitiDirect varies.
The following section describes CitiDirect Log-out, Microsoft® Internet Explorer Log-out, and
“close-out” scenarios.
To successfully log out of CitiDirect Online Banking, follow either of the following log-out
procedures.
• CitiDirect
•
Log-out
Microsoft Internet Explorer Log-out
Important: About Browser Sessions and CitiDirect
•
A browser is short for Web browser, a software application used to locate and display Web
pages.
•
A browser session begins every time you launch the Microsoft Internet Explorer browser and
ends when you close it. When you log on to CitiDirect Online Banking, www.citidirect.com
opens as a separate Web page within the same browser session.
•
Any windows opened through any method and running simultaneously with the CitiDirect
application are considered part of the current browser session. This includes any windows
opened by selecting a Favorite, by clicking CTRL- N on your keyboard, or as a pop-up.
•
When you log out of the CitiDirect Online Banking application, all windows opened during
the session will close.
•
If you launch a separate Internet Explorer browser session while your first session is still in
progress, two sessions will run concurrently. This second session is unrelated to the first.
When you close the CitiDirect Online Banking application launched in the first browser
session, all windows associated with the second browser session will remain open.
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CitiDirect Log-out
To log out of CitiDirect® Online Banking from the navigation bar, follow the steps below.
1.
Click Close on the CitiDirect navigation bar.
A CitiDirect Log-out confirmation appears.
2.
Click Yes to log out. All session browser windows are closed, including the CitiDirect Web
site.
Internet Explorer Log-out
To log out of CitiDirect® Online Banking by closing Microsoft® Internet Explorer, follow the steps
below.
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1.
In the CitiDirect window in your browser, click the “X” in the top right corner of your
browser window.
A Microsoft Internet Explorer confirmation message appears.
2.
Click OK to close Internet Explorer and log out of CitiDirect. All session browser windows
are closed, including the CitiDirect Web site.
Closing Active Windows Versus Logging Out
The following section describes the scenarios that occur when you close active windows while
the CitiDirect Online Banking application is running.
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Closing www.citidirect.com
If you are at www.citidirect.com or any other Web site, while the CitiDirect application is running
in the background, closing www.citidirect.com will not close the CitiDirect Online Banking
application; it will continue to run.
Closing Additional Windows
Occasionally Citibank will send a Broadcast Message or a “Did You Know?” message
through the CitiDirect Online Banking application or www.citidirect.com. Closing a Broadcast
Message, a “Did You Know?”, or any pop-up window, will not close the CitiDirect Online
Banking application.
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The CitiDirect ® Online Banking Web Site
The CitiDirect® Online Banking Web Site - www.citidirect.com - provides information and content
to support the CitiDirect application. You can find content such as FAQs that address both the
use of the application and the Web site, and CitiDirect News articles to keep you updated on
events that affect your use of CitiDirect. A Learning Center, where you can access training
support materials at anytime - 24 hours a day, 7 days a week - is also available.
The tabs listed below are currently available on www.citidirect.com. These tabs may vary as
new content and services are added or revised.
•
About CitiDirect. Contains general information on CitiDirect.
•
Getting Started. Contains links to Check My PC, System Requirements, and FAQs.
•
Learning Center. Contains links to CitiDirect Basics and Quick Reference Guides,
CitiDirect Services Training Guides, and online Tutorials.
•
Customer Support. Contains links to Support News, Release News, and FAQs.
•
Investigations. Contains links and information on Investigations, which enables you to
initiate, view, search, query, and update Investigation requests.
•
Trade Advisor. Contains links and information on Trade Advisor, which enables you to
submit an inquiry to view the status of a letter of credit or bill.
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Accessing The Web Site
You can access the CitiDirect Web site through the CitiDirect application or by going directly to
www.citidirect.com.
Access Through the CitiDirect Application
You can access the CitiDirect Web site through the CitiDirect application as follows:
1.
When you sign on to CitiDirect, the Web site home page automatically opens in a separate
browser window behind the application.
2.
Click the window that has opened behind the application, or click the CitiDirect Support
Website link on the upper right of the screen. The Web site appears on your desktop as
the active browser window.
3.
Click the tab that you are interested in viewing.
Notes:
•
If you exit the CitiDirect application, the www.citidirect.com window will also close.
•
If you exit www.citidirect.com, the CitiDirect application will remain open.
•
For more information on Logging out, refer to the Log-out Procedures section of this Guide.
Go to www.citidirect.com
You can access the CitiDirect Web site without being signed on to the CitiDirect application by
going directly to www.citidirect.com however, we suggest that you register with an Access
Code should you use this method. Registering with an Access Code will enable you to view
content on the Web site such as the Learning Center and Release News, which is available to
entitled CitiDirect users only. Your local Implementation Manager provides Access Codes.
Note:
If you go to www.citidirect.com from the CitiDirect application, you will automatically see
an entitled user’s view of the Web site.
Register Using An Access Code
Follow the steps below if you have already registered at www.citidirect.com and created a
Personal ID. If you have not, please refer to the Registration, Check My PC, and Installation
section in this Guide.
1.
From your Internet browser, go to www.citidirect.com.
The CitiDirect Online Banking Web site home page appears.
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2.
Click Already Registered. The Registration form appears.
Note:
If you have already registered and created a Personal ID, the Registration screen
appears as shown below.
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3.
In the E-mail field, enter the e-mail address you input during your original registration.
4.
In the Personal ID field, enter the unique ID you created during your original registration.
5.
Click Submit.
The page refreshes and you are signed-on to the CitiDirect Online Banking Web site.
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6.
Click Add A Service. The Add A Service form appears.
7.
In the Access Code field, enter the code provided by your Local Implementation Manager.
8.
Click Submit.
The confirmation page appears.
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9.
Click Continue. You will now have access to complete information available on
www.citidirect.com, including the Learning Center.
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Disclaimer
The authoritative and official text of this CitiDirect® Online Banking documentation shall be in the
English language as used in the United States of America. Any translation of any CitiDirect
documentation from English to another language is done solely for the convenience of the
reader, and any inconsistencies, or inaccuracies between the English text and that translation
shall be resolved in favor of the English text.
These materials are proprietary and confidential to Citibank, N.A., and are intended for the
exclusive use of CitiDirect Online Banking customers. The foregoing statement shall appear on
all copies of these materials made by you in whatever form and by whatever means, electronic
or mechanical, including photocopying or in any information storage system. In addition, no
copy of these materials shall be disclosed to third parties without express written authorization
of Citibank, N.A.
Customer shall be solely responsible for the use of any User identifications, passwords and
authentication codes that may be provided to it, from time to time, in connection with CitiDirect
Online Banking (collectively, "User IDs"). Customer agrees to keep all User IDs strictly
confidential at all times. Customer shall immediately cease use of CitiDirect Online Banking if it
receives notification from Citibank, or otherwise becomes aware of, or suspects, a technical
failure or security breach. Customer shall immediately notify Citibank if it becomes aware of, or
suspects, a technical failure or security breach.
© 2012 Citibank, N.A. All rights reserved. Citi and Arc Design are registered service marks of
Citigroup Inc.
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