Commercial Advantage Learning Center
Helpful guides and videos to walk you through the process
Our Learning Center puts all the information about Commercial Advantage at your fingertips. These resources provide a helping hand whenever needed.
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.
Mobile Banking Application
Learn how to download, use and manage users in the mobile banking app.
Learn how to modify contacts and remove duplicates.
Creating New Contacts
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.
Administration & Settings
Learn about Administration & Settings in this video designed for Commercial Advantage Administrators.
Learn how to manage users and their permissions.
Adding & Managing Widgets
Learn how to add and manage widgets within workspaces.
Learn how to create, manage and approve ACH payments.
NACHA File Specs
Ensure your NACHA files are properly formatted to be accepted by Commercial Advantage.
NACHA File Information
Ensure your vendor-provided NACHA files are properly formatted to be accepted by Commercial Advantage.
Creating an ACH Template
Use templates to choose how many approvers will be required for payments, and if there's a maximum amount allowed.
Importing a NACHA File
Import NACHA file payment details from another application for processing.
Processing an ACH Batch
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.
Set up recipients and groups to receive alerts, and choose which alert types they receive.
Fraud / Risk Management
Learn more about Check, Reverse and ACH Positive Pay.
Decisioning Positive Pay Exceptions
Learn how to view and decision your Positive Pay exception items.
Creating a Single Check Positive Pay Issue-Void Item
Learn how to create check issues and voids through Positive Pay.
Importing Positive Pay Issue-Void Files
Learn how to import, delete and approve a check issue-void file.
Payments & Transfers
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.
Stop Pay Feature
Learn how to view, manage and cancel a stop payment.
Modify a Single Template to a Recurring Template
Learn how to modify a single template to a recurring template by adding a scheduled recurrence.
Create a New Transfer Template
Transfer templates are for internal transfers between First Citizens accounts. Learn how to create new transfer templates.
Create an International (FX) Wire Needs Rate Alert
Set an alert that notifies you when a currency reaches your target rate of exchange.
Modify a Template with a Needs Repair Status
Learn how to modify an existing template in a needs repair status, including international wire templates.
Learn about Commercial Advantage Payments & Transfers in this video.
Processing an Account Transfer
Choose from a single account transfer, or create a recurring or repeating pattern transfer.
Placing a Stop Payment
Learn how to process a stop payment.
Processing a Wire Transfer
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.
Downloading and Exporting Data
Download and export balance and transaction data in a variety of formats.
Access Commercial Loan Information Reporting via Legacy Reports
Learn how to access commercial loan information reporting in Commercial Advantage.
Learn how to search for and generate eStatements.
Customizing List Views
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.
Commercial Advantage Conversion Instructions for Intuit Products
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.
Commercial Advantage Conversion Instructions for Intuit Products - Direct Connect
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.
Digital Banking Conversion Instructions for Intuit Products
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.
Quicken and QuickBooks are registered trademarks of Intuit, Inc. First Citizens Bank is not affiliated or associated with Intuit, Inc.
Bank deposit products are offered by First Citizens Bank. Member FDIC and an Equal Housing Lender. icon: sys-ehl.