Charter Bank Personal Banking Guide

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Table of Contents Getting Started

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 Dashboard Overview..................................................................................................18 Account Details Overview ..........................................................................................19 Transaction Details .....................................................................................................21 Adding a New Account ...............................................................................................23 Adding an Account to Track My Money ............................................................................ 24 Adding an External Account ............................................................................................... 25 Bank Approval ...................................................................................................................... 26 Transaction Challenge......................................................................................................... 27 Verifying an External Account ............................................................................................ 28 Removing an External Account .......................................................................................... 29 Organize Dashboard ..................................................................................................30 Reorder Accounts ................................................................................................................ 30 Rename Accounts ................................................................................................................ 31 Hide/Unhide Accounts ........................................................................................................ 32 App Appearance................................................................................................................... 33 Quick Pay .....................................................................................................................34 Selecting Favorite Payees.................................................................................................... 34 Person to Person ................................................................................................................. 35 Bill Pay ................................................................................................................................... 37 External Account .................................................................................................................. 39 Monthly Activity...........................................................................................................41 Track My Money Initial Setup..................................................................................................................42 Tagging Transactions........................................................................................................... 43 Splitting a Transaction......................................................................................................... 45

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