Claremont Savings Bank Online Banking User Guide

6

Move Money Move Money Overview...............................................................................................80 Bill Pay Enrollment......................................................................................................81 Adding a Payee............................................................................................................83 Person to Person Payee...................................................................................................... 83 Bill Pay Payee - Company.................................................................................................... 85 Bill Pay Payee - Individual.................................................................................................... 87 Favoriting a Payee................................................................................................................ 90 Editing a Payee...................................................................................................................... 91 Deleting a Payee................................................................................................................... 92 New Transaction..........................................................................................................93 Transferring Money Between Your Accounts................................................................... 93 Making a Loan Payment...................................................................................................... 95 Transferring Money to Another Person (P2P)................................................................... 97 Making a Bill Pay Payment.................................................................................................. 99 Editing Transfers/Payments............................................................................................. 101 Skip Transfers/Payments.................................................................................................. 102 Deleting Transfers/Payments.......................................................................................... 103 Deposit Checks Remote Deposit........................................................................................................104 Manage Cards Turn Card On or Off.................................................................................................105 Card Name................................................................................................................106 Card Alert..................................................................................................................107 Temporary Spending Limit Increase......................................................................108 Change PIN................................................................................................................109 Report Lost or Stolen Card......................................................................................110 Travel Notification....................................................................................................111 Enable Automatic On/Off........................................................................................113 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