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Renew or transfer a Choice Certificate

This step-by-step guide is here to help make your Civic experience faster and easier! Your experience may be slightly different than this guide, depending on the device you’re using. If you need additional help, contact us at 844-772-4842.

Device instruction type

1. View accounts dashboard

Once you log in, you will see your accounts dashboard. This screen displays all your Civic accounts and cards, and any external or aggregated accounts you may have set up.

Civic mobile banking accounts dashboard.

2. Select the Choice Certificate

Civic mobile banking accounts dashboard, highlighting Choice Certificate account.

3. Select 'Show Details'

Civic mobile banking accounts details, highlighting show details button.

4. Select 'Edit Maturity Option' at the bottom of the page

Civic mobile banking account details, scrolled to the bottom highlighting edit maturity options.

5. Select the 'Maturity Option' drop-down

Civic mobile banking choice certificate details highlighting maturity options dropdown.

6. Select 'Renew' or 'Transfer to an account'

Civic mobile banking choice certificate details, highlighting maturity option dropdown.

7. To transfer, select the 'To Account' drop-down

Civic mobile banking choice certificate details, with the account to transfer to highlighted.

8. Select the account for funds transfer

Select the account you want your certificate funds transferred into. 

Civic mobile banking choice certificate transfer, with the account to transfer to highlighted.

9. Select 'Update'

Civic mobile banking choice certificate details editing maturity options with transfer or renewal edits, update button highlighted.

10. View the updates to your certificate details

Civic mobile banking choice certificate confirmation screen after making edits.

1. View accounts dashboard

Once you log in, you will see your accounts dashboard. This screen displays all your Civic accounts and cards, and any external or aggregated accounts you may have set up.

Civic online banking accounts dashboard.

2. Select the Choice Certificate

Civic online banking accounts dashboard, with choice certificate account highlighted.

3. Click 'Certificate Details' tab

Civic online banking choice certificate account selected, with choice certificate details highlighted.

4. Click on the pencil icon

Civic online banking choice certificate details, with the pencil edit icon highlighted.

5. Choose 'Renew' or 'Transfer'

Civic online banking choice certificate details, with transfer or renew radio selected and dropdown for account to transfer to highlighted.

6. Select an account for funds transfer

Select the account you want your certificate funds transferred into. 

Civic online banking choice certificate details, with tranfer option selected and account selection highlighted.

7. Select 'Save Changes'

Civic online banking choice certificate details, with edits made to the maturity options and save changes button highlighted.

8. View the updates to your certificate details

Civic online banking choice certificate details, with confirmation screen showing edits saved.

CONGRATS!

That's all for this lesson. Keep up the momentum!