Tracking your FinancesĮnroll in Civista’s new Financial Tools for even more control and insight into your finances. Your account dashboard allows you to drag and drop account tiles, nickname your accounts and create account groups to keep what’s important to you front and center. You can easily personalize your digital banking for an improved experience. Swap out a lost, stolen or expired card with Civista’s CardSwap to save yourself the time and hassle of logging into each service.Īdvanced Tools to Easily Personalize Your Experience Customizing your Account Dashboard
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With your new CardSwap feature, you can easily update your preferred payment card on file in one place. One-Stop to Update Your Preferred Payment Card with Your Favorite Online Retailersĭo you shop online or have popular subscription services like Netflix, Amazon, or Venmo or other popular subscriptions? If so, managing all of your accounts just got easier. Get a better understanding of your net worth, total cash flow, and even generate a budget to fit your financial needs. Your new Financial Tools also allows you to connect non-Civista deposit accounts, loans, retirement accounts and credit cards so you can view your total financial picture all from one place. With external account transfers you can add your non-Civista checking and savings accounts to your digital banking to make transfers and payments. Manage your accounts at other financial institutions In addition to your basic features and transactions, you will now be able to pay your Civista loan, view your Civista credit card, and transfer money to other Civista customers all from the same digital portal. You can manage your money from a single login – even view accounts at other financial institutions.
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