accessOPTIMA

Save time and streamline your treasury management activities.

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Gain Visibility and Control

A single vantage point to manage your accounts and transactions.

accessOPTIMA® is a security-enhanced treasury management platform with real-time information, seamless payment functionality and practical tools to help you meet daily cash flow requirements and make well-informed business decisions.

  • Customizable screens to tailor your workspace for individual needs
  • Integrated payment center to manage transactions and templates in one place
  • Real-Time Payments (RTP) let you send and receive money immediately, 24x7x365
  • Intuitive administration to create, add and control user profiles
  • Real-time reporting to view up-to-date account information, 24/7
  • Security features to help combat fraud and cyber-security threats

Manage a wide range of transactions:

  • Initiate, schedule and review various domestic and international payment types
  • Make Positive Pay decisions to confirm authorized payments and protect against fraud
  • Access multiple report types and view images of items delivered through Lockbox or E-Z Deposit®
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accessOPTIMA Users

Login to your accessOPTIMA account or access resources about accessOPTIMA.

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© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC

Securities products and services are offered through Citizens JMP Securities, LLC, Member FINRA, SIPC. Citizens Capital Markets, DH Capital, Trinity Capital and JMP Securities are brand names of Citizens Financial Group, Inc. Note: Any testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others. Any testimonials are not paid and are not indicative of future performance or success.

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