Charter Bank Personal Banking Guide

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Adding an Account to Track My Money Your Charter Bank accounts are automatically linked to Track My Money. You can also aggregate your external accounts. For more information about Track My Money go to page 42.

TRACK MY MONEY

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Track My Money

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1. Click the Track My Money button. 2. Locate your financial institution using the list or the search bar. 3. Select an account type. 4. Enter your user ID and password, and click the Connect button to finish linking an account.

Accounts: Adding a New Account