Charter Bank Personal Banking Guide

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Services Documents

The Documents feature is a great virtual filing system for your bank documents, saving you paper and space. By storing your documents electronically, your account information is always readily available when you need it.

Document Enrollment

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In the Documents & Settings tab, click Documents . 1. Review the terms and conditions. 2. Click the View Test Document button. A PDF will download to verify that you can view PDFs.

3. Select “Select All” to accept the terms and conditions. 4. Click the Accept Terms button when you are finished.

Services: Documents