Capital City Bank User Guide for Consumer and Business Clients

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Secure Message Overview .........................................................................................38 Sending a Secure Message ........................................................................................39 Transaction Types Move Money Overview...............................................................................................40 Transactions Transfer Between Accounts.......................................................................................42 Send Money with Zelle ® Setup...................................................................................44 Initial Setup........................................................................................................................... 44 Adding a Recipient............................................................................................................... 45 Edit Recipient...............................................................................................................46 Delete Recipient ..........................................................................................................48 Send Money with Zelle ®................................................................................................................................................................ 50 Request Money with Zelle ® ...................................................................................................................................................... 52 Manage Payment Profiles..........................................................................................54 Change Your Primary Account ........................................................................................... 54 Add a New Email or Mobile Number................................................................................. 56 Unenroll from Zelle ®......................................................................................................................................................................................... 58 Client-to-Client Transfer ............................................................................................59 Linking Someone’s Capital City Bank Account.................................................................. 59 Single Transfers Between Capital City Bank Accounts .................................................... 60 Adding a Personal External Account ........................................................................61 Verifying a Personal External Account .....................................................................62 Activity Center Overview ............................................................................................63 Using Filters .......................................................................................................................... 64 Creating or Deleting Custom Views Using Favorites ....................................................... 64 Editing Transactions ............................................................................................................ 65 Canceling Transactions ....................................................................................................... 66 Quick Bill Pay Bill Pay Overview ........................................................................................................67 Creating a Payee .................................................................................................................. 67 Editing a Payee ..................................................................................................................... 69 Deleting a Payee .................................................................................................................. 70 Changing “Pay From” Accounts .......................................................................................... 71 Making a Single Payment...........................................................................................72 Paying Multiple Bills....................................................................................................73 Payment Activity..........................................................................................................74 Cancel a Pending Payment ........................................................................................75