Charter Bank Personal Banking Guide

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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	20
Transaction Details	22
Adding a New Account	24
Adding an Account to Track My Money	25
Adding an External Account	26
Verifying an External Account	28
Removing an External Account	29
Organize Dashboard	30
Reorder Accounts	30
Rename Accounts	31
Hide/Unhide Accounts	32
Hide/Unhide Dashboard Tiles	33
App Appearance	34
Favorite Payees	35
Selecting Favorite Payees	35
Track My Money	36
Initial Setup	36
Tagging Transactions	37
Splitting a Transaction	39
Track My Money Dashboard	41
Spending by Category	42
Budget	44
Adding Budgets	45
Managing Budgets	46
Add a Budget Alert	48
Cashflow Overview	49
Add a Bill or Income	50
Net Worth	51
Add an Unlinked Asset or Debt	52
Goals	53
Adding Goals	54
Save for Goals	54
Pay Off Goals	55
Add a Goal Alert	56
Managing Goals	57
Security	58
Protecting Your Information	58
General Guidelines	58
Login ID and Password	58
Fraud Prevention	58
Login Settings	59
Change Username	59
Change Password	60
Change Security Questions	61
Recent Logins	62
Mobile Security Preferences	63
Enabling Biometric Sign-In	63
Enabling FaceID	64
Enabling PIN Login	65
Auto-Login	66
Alerts	67
Alerts Overview	67
Custom Alerts	68
Bill Pay Alerts	69
Security Alerts	70
Track My Money Alerts	71
Turning Alerts On and Off	72
Editing or Deleting Alerts	73
Previous Alerts	74
Move Money	75
Move Money Overview	75
Bill Pay Enrollment	76
Adding a Payee	78
Person to Person Payee	78
Bill Pay Payee - Company	80
Bill Pay Payee - Individual	82
Favoriting a Payee	85
Editing a Payee	86
Deleting a Payee	87
New Transaction	88
Transferring Money Between Your Accounts	88
Making a Loan Payment	90
Transferring Money to Another Person (P2P)	93
Making a Bill Pay Payment	95
Editing Transfers/Payments	97
Skip Transfers/Payments	98
Deleting Transfers/Payments	99
Deposit Checks	100
Remote Deposit	100
Manage Cards	101
Turn Card On or Off	101
Card Name	102
Card Alert	103
Temporary Spending Limit Increase	104
Change PIN	105
Report Lost or Stolen Card	106
Travel Notification	107
Enable Automatic On/Off	109
Google Pay/Apple Pay	111
Reports	112
Creating a New Report	112
Account Activity Report	112
Running an Existing Report	113
Editing a Report	114
Deleting a Report	115
Services	116
Locations	116
Secure Message Overview	117
Sending a Secure Message	118
Submit a Form	119
Documents	120
Document Enrollment	120
Viewing Documents	121
Settings	122
Contact Settings	122
Adding a New Phone	122
Editing a Phone	123
Deleting a Phone	124
Editing an Email Address	125

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