Charter Bank Personal Banking Guide

18

Accounts Dashboard Overview

After logging in, you are taken directly to the dashboard. From here, you can navigate to every feature within Online Banking. You can view the balances in your accounts, see your account summaries and more!

C E

A

D

B

F

G

H

A. The navigation bar appears in every view on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate tab. B. Your accounts are displayed in an account tile with their balance. If you click

an account tile, you are taken to the Account Details page. C. Export your accounts into a different format by clicking the

icon.

D. The

icon opens the search bar to find transactions with that account.

E. Click the

icon to add a new account. Go to page 23 for more information.

F. Quick links let you quickly access different features. G. Quick Pay allows you to quickly pay your favorite payees. Payees marked as favorites appear here. Go to page 34 for more information. H. View your monthly checking, savings and loan activity on a graph.

Accounts: Dashboard Overview

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