Commercial Advantage Learning Center

Understand how to self-service first name, last name, email address and enrollment factors in Profile Manager.

Navigate through the Commercial Banking platform with ease using this explanatory guide.

Learn how to set up and manage users, user permissions, approval limits and more.

Learn how to download, use and manage users in the mobile banking app.

Learn how to modify contacts and remove duplicates.

Learn how to create new contacts in the Contact Center.

Learn about the Commercial Advantage platform in this video.

Learn about Commercial Advantage Reporting in this video.

Learn about Administration & Settings in this video designed for Commercial Advantage Administrators.

Learn how to manage users and their permissions.

Learn how to add and manage widgets within workspaces.

Learn how to create, manage and approve ACH payments.

Ensure your NACHA files are properly formatted to be accepted by Commercial Advantage.

Ensure your vendor-provided NACHA files are properly formatted to be accepted by Commercial Advantage.

Use templates to choose how many approvers will be required for payments, and if there's a maximum amount allowed.

Import NACHA file payment details from another application for processing.

Create and modify an ACH payment by using an ACH template.

Learn how to add an alert, add a recipient and set up immediate alerts when certain conditions occur—including fraud alerts such as Check, Reverse and ACH Positive Pay.

Create an alert to receive notification of an ACH Return or Notification of Change.

Set up recipients and groups to receive alerts, and choose which alert types they receive.

Learn more about Check, Reverse and ACH Positive Pay.

Learn how to view and decision your Positive Pay exception items.

Learn how to create check issues and voids through Positive Pay.

Learn how to import, delete and approve a check issue-void file.

Learn how to create, manage and approve ACH payments.

Learn how to create and approve domestic wire payments.

Learn how to create and approve international wire payments.

Learn how to view, manage and cancel a stop payment.

Learn how to modify a single template to a recurring template by adding a scheduled recurrence.

Transfer templates are for internal transfers between First Citizens accounts. Learn how to create new transfer templates.

Set an alert that notifies you when a currency reaches your target rate of exchange.

Learn how to modify an existing template in a needs repair status, including international wire templates.

Learn how to make a draw from your business line of credit, create a loan draw template and entitle a new user.

Learn about Commercial Advantage Payments & Transfers in this video.

Choose from a single account transfer, or create a recurring or repeating pattern transfer.

Learn how to process a stop payment.

Learn how to create and submit a free-form wire transfer.

Use the eStatements search to find specific eStatement based on statement type and date.

Learn how to view images for transactions, including deposit slips and cleared checks.

Download and export balance and transaction data in a variety of formats.

Learn how to access commercial loan information reporting in Commercial Advantage.

Learn how to search for and generate eStatements.

Learn how to apply filters, manage column headers and create a new view.

Download balance and transaction reports in a variety of file formats.

Find out how to sort, edit, run and export reports as well as make them public for sharing.

Learn how to view, edit, create and save custom reports.

Learn how to view, save and print legacy reports.

This guide provides Commercial Advantage conversion instructions for Intuit Products to First Citizens Bank—including QuickBooks®, QuickBooks Online®, Quicken® and Mint® for both Windows and Mac.

This guide provides Direct Connect conversion instructions for Intuit Products to First Citizens Bank—including QuickBooks®, QuickBooks Online®, Quicken® and Mint® for both Windows and Mac.

This guide provides Digital Banking conversion instructions for Intuit Products to First Citizens Bank—including QuickBooks®, QuickBooks Online®, Quicken® and Mint® for both Windows and Mac.