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Add an authorized signer

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 app screen that list the accounts and balances.

2. Tap More

In the menu at the bottom of your screen, tap More.

Civic app screen that highlights the selection of more.

3. Tap Account Support

In the menu options listed, select Account Support. 

Civic app screen that highlights the selection of account support.

4. Tap Message Center

In the drop-down menu, tap Message Center.

Civic app screen that highlights the selection of message center.

5. Select Compose

Tap the Compose button at the top to start a new message.

Civic app screen that highlights the selection of compose.

6. Select Subject

Tap Subject and a scrolling menu will appear. Select Deposit Accounts from the subject list.

Civic app screen that highlights the selection of deposit account in the dropdown.

7. Select Account

Select Account and a list of your deposit accounts will appear. Choose the account you want to add an authorized signer to, or choose Not Account Specific.

Civic app screen that highlights the selection of an account.

8. Type in the text box

Tap the text box to begin writing a message requesting to add an authorized signer. Include any relevant information so that we can better assist you.

Civic app screen that highlights the text field box.

9. Select ‘Send’

After you have written your message, tap the Send button to send your message. A representative will contact you with next steps. 

Civic app screen that highlights the selection of the send button.

10. View confirmation

You will see a note on your screen indicating your message has been sent. 

Civic app screen that confirms a successful sent message.

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 accounts you may have set up.

Civic online banking screen that list the accounts and balances.

2. Select the envelope icon

In the top right corner of your screen, next to your profile picture, select the envelope icon. This will take you to the Message Center.

Civic online banking screen that highlights the selection of the message icon.

3. Select ‘Compose’

Click the Compose button to start a new message.

Civic online banking screen that highlights the selection of compose.

4. Select ‘Subject’

Click the Subject drop-down. Scroll to select ‘Deposit Accounts’

Civic app screen that highlights the selection of deposit account in a dropdown.

5. Select ‘Account’

Select the Account drop-down and a list of your deposit accounts will appear. Choose the account you want to add an authorized signer to, or choose Not Account Specific.

Civic online banking screen that highlights the selection of an account.

6. Click the message box

Click the message box to begin writing a message requesting to add an authorized signer. Include any relevant information so that we can better assist you.

Civic online banking screen that highlights the text box field.

7. Select ‘Send Message’

After you have written your message, tap the Send button to send your message. A representative will be in touch with next steps.

Civic online banking screen that highlights the selection of the send button.

8. View confirmation

Once you have successfully submitted your message, you will see a message bar on your screen confirming your message was sent.

Civic online banking screen that confirms a sent message.

CONGRATS!

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