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	77
Change or Add Accounts to Bill Pay	79
Adding a Payee	80
Person to Person Payee	80
Bill Pay Payee - Company	82
Bill Pay Payee - Individual	84
Favoriting a Payee	87
Editing a Payee or External Account	88
Deleting a Payee or External Account	89
New Transaction	90
Transferring Money Between Your Accounts	90
Making a Loan Payment	92
Transferring Money to Another Person (P2P)	94
Making a Bill Pay Payment - Company - Standard Delivery	96
Making a Bill Pay Payment - Company - Rush Delivery	98
Making a Bill Pay Payment - Individual	100
Editing Transfers/Payments	102
Deleting Transfers/Payments	103
Deposit Checks	104
Remote Deposit	104
Manage Cards	105
Turn Card On or Off	105
Card Name	106
Card Alert	107
Temporary Spending Limit Increase	108
Change PIN	109
Report Lost or Stolen Card	110
Travel Notification	111
Enable Automatic On/Off	113
Google Pay/Apple Pay	115
Reports	116
Creating a New Report	116
Account Activity Report	116
Running an Existing Report	117
Editing a Report	118
Deleting a Report	119
Services	120
Locations	120
Secure Message Overview	121
Sending a Secure Message	122
Submit a Form	123
Documents	124
Document Enrollment	124
Viewing Documents	125
Settings	126
Contact Settings	126
Adding a New Phone	126
Editing a Phone	127
Deleting a Phone	128
Editing an Email Address	129

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