KEEP TRACK OF YOUR FINANCES ANYTIME, ANYWHERE

Log in to Digital Banking and go to the “Manage Cards” tab to:

• Turn your debit card on or off
• Activate new debit cards
• Change your PIN
• Set travel notifications. Enter your traveling dates, destinations, and major stops while on the road
• Request an immediate, but temporary increase in purchase limits

• Tag transactions to understand spending habits.
• Make informed choices with the cash flow calendar
• Visually track your progress, reach financial goals quicker and easier
• Stay informed with account alerts
• Monitor total assets and debt for up-to-date net worth

Add An Account

Syncing other accounts in STASH for a complete financial picture is simple. Then you can track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms. Once all of your accounts are synced, track spending, set budgets, calculate your net worth and more.

1.  Select “Add” above your current account listing.
2. Select an institution or use the search to find your institution.
3. Enter in the required information and select “Connect”.

Once the account has been synced successfully, it will be listed under STASH Accounts on the Accounts tab.

Goals

Visually tracking your financial goals can help you take control and makes reaching your goals much quicker and easier. Create savings goals in PFM, like saving for a vacation, or a debt reduction goal, like paying off a high-rate credit card.

1. Select “Add A Goal” on the Goals tile in the Accounts tab.
2. Select your desired pay off or savings goal.
3. Fill in the required information.
4. Click the “Create” button to complete the process of adding a new goal.

Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.

Goals will automatically update your progress and will reflect your day-to-day account balances in STASH.

Budget

The power of STASH is in helping you monitor how you are spending your money. Learn how to set up Spending Targets with STASH’s budget feature. In the Budget tile you can monitor your spending targets each month and view monthly spending trends.

Budgets within STASH are tracked using the tags from the transaction feed.

1.  Click on ‘Budget’ at the top of the page.
2.  Click on the Spending Target you’d like to edit from the list.
3. At the top of the page, click the ‘EDIT or ‘DELETE’ button.
4. You can change the name, amount, tags, and accounts associated with this Spending Target from here.

• View, print, and download up to 24 months of statements
• Search within and across statements for specific transactions
• Use eStatements for taxes, record keeping, and more – just like paper statements
• eStatements are accessed securely through Citizens Bank digital banking and reduce the risk of fraud and identity theft that comes with paper delivery and disposal
• Enjoy faster delivery – receive email notifications as soon as your eStatement is available
• Receive eStatements for many of your Citizens Bank accounts, including checking, savings, CDs, loans, and mortgages
• eStatement customers will also receive eNotices (electronic delivery of notices like overdraft notices, late payment notices for loans, or CD maturity notices)

To enroll in eStatements, log in to your digital banking account and click Documents, and follow the steps below:

1. Choose Statements under Document Type
2. Select the Accounts you want to receive eStatements
3. Click Apply
4. Review Terms and select your accounts for eStatement Enrollment
5. Click View Test Document to confirm your device is capable of displaying the documents
6. Click Accept Terms