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
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