Charter Bank Personal Banking Guide

First page Table of contents Next page Last page

Getting Started	3
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
New User Enrollment	9
Logging In	10
Out-of-Band Authentication	12
Logging Off	13
DUO Mobile	14
Resetting a Forgotten Password	16
Retrieve a Forgotten Username	17
Accounts	18
Dashboard Overview	18
Account Details Overview	19
Transaction Details	21
Adding a New Account	23
Adding an Account to Track My Money	24
Adding an External Account	25
Bank Approval	26
Transaction Challenge	27
Verifying an External Account	28
Removing an External Account	29
Organize Dashboard	30
Reorder Accounts	30
Rename Accounts	31
Hide/Unhide Accounts	32
App Appearance	33
Quick Pay	34
Selecting Favorite Payees	34
Person to Person	35
Bill Pay	37
External Account	39
Monthly Activity	41
Track My Money	42
Initial Setup	42
Tagging Transactions	43
Splitting a Transaction	45
Track My Money Dashboard	47
Spending by Category	48
Budget	50
Adding Budgets	51
Managing Budgets	52
Add a Budget Alert	54
Cashflow Overview	55
Add a Bill or Income	56
Net Worth	57
Add an Unlinked Asset or Debt	58
Goals	59
Adding Goals	60
Save for Goals	60
Pay Off Goals	61
Add a Goal Alert	62
Managing Goals	63
Security	64
Protecting Your Information	64
General Guidelines	64
Login ID and Password	64
Fraud Prevention	64
Login Settings	65
Change Username	65
Change Password	66
Change Security Questions	67
Recent Logins	68
Mobile Security Preferences	69
Enabling Biometric Sign-In	69
Enabling FaceID	70
Enabling PIN Login	71
Auto-Login	72
Alerts	73
Alerts Overview	73
Custom Alerts	74
Bill Pay Alerts	75
Security Alerts	76
Track My Money Alerts	77
Turning Alerts On and Off	78
Editing or Deleting Alerts	79
Previous Alerts	80
Move Money	81
Move Money Overview	81
Bill Pay Enrollment	82
Adding a Payee	84
Person to Person Payee	84
Bill Pay Payee - Company	86
Bill Pay Payee - Individual	88
Favoriting a Payee	91
Editing a Payee	92
Deleting a Payee	93
New Transaction	94
Transferring Money Between Your Accounts	94
Making a Loan Payment	96
Transferring Money to Another Person (P2P)	99
Making a Bill Pay Payment	101
Editing Transfers/Payments	103
Skip Transfers/Payments	104
Deleting Transfers/Payments	105
Deposit Checks	106
Remote Deposit	106
Manage Cards	107
Turn Card On or Off	107
Card Name	108
Card Alert	109
Temporary Spending Limit Increase	110
Change PIN	111
Report Lost or Stolen Card	112
Travel Notification	113
Enable Automatic On/Off	115
Google Pay/Apple Pay	117
Reports	118
Creating a New Report	118
Account Activity Report	118
Running an Existing Report	119
Editing a Report	120
Deleting a Report	121
Services	122
Locations	122
Secure Message Overview	123
Sending a Secure Message	124
Submit a Form	125
Documents	126
Document Enrollment	126
Viewing Documents	127
Settings	128
Contact Settings	128
Adding a New Phone	128
Editing a Phone	129
Deleting a Phone	130
Editing an Email Address	131

Made with FlippingBook flipbook maker