Cedar Rapids Bank and Trust Personal Online Banking Guide

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Transactions Funds Transfer ............................................................................................................36 Send Money with Zelle ® Setup ..................................................................................38 Initial Setup........................................................................................................................... 38 Adding a Recipient............................................................................................................... 39 Send Money with Zelle ®................................................................................................................................................................ 40 Request Money with Zelle ® ...................................................................................................................................................... 42 Split Payment with Zelle ®.................................................................................................................................................. 43 Zelle ® Settings..............................................................................................................44 Adding a Personal External Account ........................................................................45 Verify an External Transfer Account with Micro-Deposits .....................................46 Manage External Transfer Accounts.........................................................................48 Nickname External Transfer Accounts.............................................................................. 48 Remove External Transfer Accounts ................................................................................. 49 Loan Payment .............................................................................................................50 Activity Center Overview ............................................................................................52 Using Filters .......................................................................................................................... 53 Creating or Deleting Custom Views Using Favorites ....................................................... 54 Editing Transactions ............................................................................................................ 55 Canceling Transactions ....................................................................................................... 56 Services Stop Payment Request...............................................................................................57 Single Check ......................................................................................................................... 57 Multiple Checks ................................................................................................................... 58 Check Reorder.............................................................................................................59 ClickSWITCH Direct Deposits............................................................................................................60 Manual Switch ...................................................................................................................... 60 Switch Assist ......................................................................................................................... 62 Recurring Payments ...................................................................................................65 Manual Switch ...................................................................................................................... 65 Switch Assist ......................................................................................................................... 66 Existing Switches.........................................................................................................68 Settings Account Preferences ..................................................................................................69 Text Enrollment...........................................................................................................70 Address Change Request...........................................................................................72 Accessibility..................................................................................................................73