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Getting Started Guide - Citibank

Transaction Services CitiDirect BE SM. Getting Started Guide CitiDirect BESM delivers new user-friendly features including a The Login ID field appears. In the LoginID field, input portal environment and a convenient single log in that gives Safeword serial card number (located on the back of your you one-click access to multiple applications. The new interface Safeword Card). Press the Login button. and navigation are more intuitive, and provide a more stream- Note: If you would like to store your login information lined and customizable electronic workflow.

2 Transaction Services Login for Multi-Factor Authentication Users: Before getting started you will need the two e-mails you received from CitiDirect BE which include your new log in ID

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Transcription of Getting Started Guide - Citibank

1 Transaction Services CitiDirect BE SM. Getting Started Guide CitiDirect BESM delivers new user-friendly features including a The Login ID field appears. In the LoginID field, input portal environment and a convenient single log in that gives Safeword serial card number (located on the back of your you one-click access to multiple applications. The new interface Safeword Card). Press the Login button. and navigation are more intuitive, and provide a more stream- Note: If you would like to store your login information lined and customizable electronic workflow.

2 CitiDirect BE. locally, click the checkmark box next to Remember ME The includes all the same CitiDirect functionality and tools you use Challenge Response fields appear. You must input a dynamic daily but provides easier access to the key tasks you perform. password generated by using your Safeword card's numeric keys and your PIN. To log in and begin using CitiDirect BE, simply follow the steps below. Note that clients using a Challenge Response to log in The Challenge Response fields appear. You must input a will continue to use their existing Safeword Cards.

3 Clients dynamic password generated by using your Safeword card's logging in with Multi-factor Authentication will be sent a User numeric keys and your PIN. ID and password via e-mail. If you haven't received your new Press ON to activate your existing Safeword Card log in information within two business days via email, please call your Citi representative. At the Safeword Card's Enter Pin prompt, enter your 4-digit pin. Steps to Log In At the host? Prompt, enter the number 9.. Login for Safeword Card Challenge Response User: Before Getting Started you will need your existing Safeword At the CHALLENGE?

4 Prompt, enter the CitiDirect BE. Card and PIN Challenge which appears in the Challenge Field on your computer screen. Navigate to: In the Response field on your computer screen, enter the The first time you log in, you will be asked to select the response displayed on the Safeword Card. Ensure that country you are in. Select your country, then hit Go. This will your cursor appears in the Response field before entering. bring you to the Login Page. Click Login. Upon the CitiDirect BE verification of the At the CitiDirect BE User Login screen, select the Challenge Challenge/Response, you will be granted access to the Response log in method from the drop-down in the Login system.

5 Method field. You will be able to log in to either CitiDirect or CitiDirect BE. using your Safeword Card. 1. Transaction Services Login for Multi-Factor Authentication Users: A new window will launch and provide access to all your existing Before Getting Started you will need the two e-mails you CitiDirect services through improved navigation. Mouse over or received from CitiDirect BE which include your new log in ID click on the Menu to locate and launch your CitiDirect services. and a temporary password. As previously, you will only see menu items for those services to which you are entitled.

6 Navigate to: The first time you log in, you will be asked to select the country you are in. Select your country, then hit Go. This will bring you to the Login Page. At the CitiDirect BE User Login screen, select the Multi-factor log in method from the drop-down in the Log in Method field. The Login ID, fields appearinput your Portal User ID. you received into the Login ID field. Press the Login button. Note: If you would like to store your login information locally, click the checkmark box next to Remember Me. The Challenge Response field appears.

7 You must input a dynamic password generated by using your Safeword card's numeric keys and your PIN. Click on the service you want to launch, such as Input New Press ON to activate your existing Safeword Card Outgoing in the Payment Initiation Section. That page will At the Safeword Card's Enter Pin prompt, enter your launch per the example below. Perform all the actions you 4-digit pin. normally would do via CitiDirect in these screens. At the host? Prompt, enter the number 9.. At the CHALLENGE? prompt, enter the CitiDirect BE.

8 Challenge which appears in the Challenge Field on your computer screen. In the Response field on your computer screen, enter the response displayed on the Safeword Card. Ensure that your cursor appears in the Response field before entering. Click Continue. Enter the password you received via e-mail in the password field. The first time you log in, you will be prompted to input a new password. Please be sure to remember your new password;. do not write it down. Navigating from the Home Page After successfully logging on, the CitiDirect BE home page will be displayed.

9 Along the top of the screen, on the blue navigation bar, click on the CitiDirect Services menu item to launch CitiDirect. 2. Transaction Services CitiDirect Menu search field on the upper right corner of the Need Help? screen. Click on the Lookup Icon in the field, or press Enter on your keyboard to perform the search. Results will appear CitiDirect BE is user friendly, but if you on the page. You can click on the screen name to launch the have questions about how to log in or screen, or identify where this item is located.

10 Access main features and tools, please go to The Client Service Academy at: home/region/university/cdbe_demo/cdbe_. or contact your Citi Representative. Citi Transaction Services 2013 Citibank , All rights reserved. Citi and Arc Design and CitiDirect are registered service marks of Citigroup Inc. CitiDirect BE is a service mark of Citigroup Inc. SafeWord is a trademark of Secure Computing Corporation. 1009434 GTS05946 02/13. 3.


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