Claremont Savings Bank Online Banking User Guide

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Adding a Payee............................................................................................................81 Person to Person Payee...................................................................................................... 81 Bill Pay Payee - Company.................................................................................................... 83 Bill Pay Payee - Individual ................................................................................................... 85 Favoriting a Payee................................................................................................................ 88 Editing a Payee ..................................................................................................................... 89 Deleting a Payee .................................................................................................................. 90 New Transaction .........................................................................................................91 Transferring Money Between Your Accounts................................................................... 91 Making a Loan Payment...................................................................................................... 93 Transferring Money to Another Person (P2P) .................................................................. 96 Making a Bill Pay Payment.................................................................................................. 98 Editing Transfers/Payments ............................................................................................ 100 Skip Transfers/Payments ................................................................................................. 101 Deleting Transfers/Payments.......................................................................................... 102 Deposit Checks Remote Deposit ....................................................................................................... 103 Manage Cards Turn Card On or Off................................................................................................. 104 Card Name................................................................................................................ 105 Card Alert.................................................................................................................. 106 Temporary Spending Limit Increase ..................................................................... 107 Change PIN ............................................................................................................... 108 Report Lost or Stolen Card ..................................................................................... 109 Travel Notification.................................................................................................... 110 Enable Automatic On/Off........................................................................................ 112 Google Pay/Apple Pay ............................................................................................. 114 Reports Creating a New Report ............................................................................................ 115 Account Activity Report .................................................................................................... 115 Sub-User Account Access Report.................................................................................... 116 Running an Existing Report .................................................................................... 117 Editing a Report........................................................................................................ 118 Deleting a Report ..................................................................................................... 119 Services Locations................................................................................................................... 120 Secure Message Overview ...................................................................................... 121 Sending a Secure Message ..................................................................................... 122 Submit a Form................................................................................................................... 123