Charter Bank Personal Banking Guide

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Move Money Move Money Overview...............................................................................................81 Bill Pay Enrollment......................................................................................................82 Adding a Payee............................................................................................................84 Person to Person Payee...................................................................................................... 84 Bill Pay Payee - Company.................................................................................................... 86 Bill Pay Payee - Individual ................................................................................................... 88 Favoriting a Payee................................................................................................................ 91 Editing a Payee ..................................................................................................................... 92 Deleting a Payee .................................................................................................................. 93 New Transaction .........................................................................................................94 Transferring Money Between Your Accounts................................................................... 94 Making a Loan Payment...................................................................................................... 96 Transferring Money to Another Person (P2P) .................................................................. 99 Making a Bill Pay Payment............................................................................................... 101 Editing Transfers/Payments ............................................................................................ 103 Skip Transfers/Payments ................................................................................................. 104 Deleting Transfers/Payments.......................................................................................... 105 Deposit Checks Remote Deposit ....................................................................................................... 106 Manage Cards Turn Card On or Off................................................................................................. 107 Card Name................................................................................................................ 108 Card Alert.................................................................................................................. 109 Temporary Spending Limit Increase ..................................................................... 110 Change PIN ............................................................................................................... 111 Report Lost or Stolen Card ..................................................................................... 112 Travel Notification.................................................................................................... 113 Enable Automatic On/Off........................................................................................ 115 Google Pay/Apple Pay ............................................................................................. 117 Reports Creating a New Report ............................................................................................ 118 Account Activity Report .................................................................................................... 118 Running an Existing Report .................................................................................... 119 Editing a Report........................................................................................................ 120 Deleting a Report ..................................................................................................... 121

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