Caldwell Bank and Trust Personal Online Banking User Guide

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Adding an External Account Your accounts at other financial institutions can be linked to Online Banking with CB&T, so you can transfer money between two financial institution accounts that you own without ever leaving home! When you add another account, you are asked to verify your ownership of that account. CB&T will make two small deposits of less than a dollar into your external account. You will be asked to verify those amounts within Online Banking. Once they are confirmed, you can begin transferring money to/from the external account.

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1. Click the External Account button.

Accounts: Adding a New Account