Community State Bank Personal Online Banking Guide

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Enabling and Disabling Push Notifications..............................................................37 Secure Message Overview .........................................................................................38 Sending a Secure Message ........................................................................................39 Transactions Funds Transfer ............................................................................................................40 Send Money with Zelle ® Setup ..................................................................................42 Initial Setup........................................................................................................................... 42 Adding a Recipient............................................................................................................... 43 Send Money with Zelle ®................................................................................................................................................................ 44 Request Money with Zelle ® ...................................................................................................................................................... 46 Split Payment with Zelle ®.................................................................................................................................................. 47 Zelle ® Settings..............................................................................................................48 Adding a Personal External Account ........................................................................49 Verify an External Transfer Account with Micro-Deposits .....................................50 Manage External Transfer Accounts.........................................................................52 Nickname External Transfer Accounts.............................................................................. 52 Remove External Transfer Accounts ................................................................................. 53 Loan Payment .............................................................................................................54 Activity Center Overview ............................................................................................56 Using Filters .......................................................................................................................... 57 Creating or Deleting Custom Views Using Favorites ....................................................... 58 Editing Transactions ............................................................................................................ 59 Canceling Transactions ....................................................................................................... 60 Services Stop Payment Request...............................................................................................61 Single Check ......................................................................................................................... 61 Multiple Checks ................................................................................................................... 62 Check Reorder.............................................................................................................63 ClickSWITCH Direct Deposits............................................................................................................64 Manual Switch ...................................................................................................................... 64 Switch Assist ......................................................................................................................... 66 Recurring Payments ...................................................................................................69 Manual Switch ...................................................................................................................... 69 Switch Assist ......................................................................................................................... 70 Existing Switches.........................................................................................................72