Charter Bank Personal Banking Guide

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Bill Pay Payee - Individual ................................................................................................... 82 Favoriting a Payee................................................................................................................ 85 Editing a Payee ..................................................................................................................... 86 Deleting a Payee .................................................................................................................. 87 New Transaction .........................................................................................................88 Transferring Money Between Your Accounts................................................................... 88 Making a Loan Payment...................................................................................................... 90 Transferring Money to Another Person (P2P) .................................................................. 93 Making a Bill Pay Payment.................................................................................................. 95 Editing Transfers/Payments ............................................................................................... 97 Skip Transfers/Payments .................................................................................................... 98 Deleting Transfers/Payments............................................................................................. 99 Deposit Checks Remote Deposit ....................................................................................................... 100 Manage Cards Turn Card On or Off................................................................................................. 101 Card Name................................................................................................................ 102 Card Alert.................................................................................................................. 103 Temporary Spending Limit Increase ..................................................................... 104 Change PIN ............................................................................................................... 105 Report Lost or Stolen Card ..................................................................................... 106 Travel Notification.................................................................................................... 107 Enable Automatic On/Off........................................................................................ 109 Google Pay/Apple Pay ............................................................................................. 111 Reports Creating a New Report ............................................................................................ 112 Account Activity Report .................................................................................................... 112 Running an Existing Report .................................................................................... 113 Editing a Report........................................................................................................ 114 Deleting a Report ..................................................................................................... 115 Services Locations................................................................................................................... 116 Secure Message Overview ...................................................................................... 117 Sending a Secure Message ..................................................................................... 118 Submit a Form................................................................................................................... 119 Documents ............................................................................................................... 120 Document Enrollment...................................................................................................... 120 Viewing Documents.......................................................................................................... 121