New Online Banking Experience FAQs

A: Click “Remember this computer” checkbox

 

A: Click “Try Another Way” on the verification screen and select to receive a code via phone call (land line works fine)

A: Chrome, Firefox, Edge and Safari are supported.  You will see the following note if you try to log in using Internet Explorer. Below are three download links that will allow you to download a new browser:

https://www.google.com/chrome/

https://www.mozilla.org/firefox

https://support.apple.com/downloads/#safari

 

An Edge download link is listed on the page for your convenience.

A: Check your pop up blocker.  Browsers will notify you that a popup has been blocked.  Pop ups must be allowed.  Check “always allow” then retry your login.

A: Business customers can use the new online banking to access accounts, view history, process transfers, pay bills, etc.  At this time, you will not have cash management features. This will be coming in the future.

A: Click on the user (the grey person icon) in the upper right hand corner, select “Settings” and then “Edit” or “Add” next to the piece of information to be updated:

A: Click on the user in the upper right-hand corner, select “Settings” and then “Security” on the left hand toolbar under User Management.  At the top is the option for editing a username:

A: Statements can be found in the “Documents” link on the individual account page. You will have access to the last 18 months:

A: From the dashboard, click on the applicable account to access these tools:

A: Click in the upper right hand corner, click on Settings, then in the left hand toolbar select the account on which you want the change the name.  Once the account is selected, click “Rename” next to the name:

A: This process is very similar to the primary’s enrollment, and you will be allowed to login, but your accounts may not show up. At this time, you will need to be added manually by a Charter Bank employee.

A: On the dashboard, click on the account that you’d like to receive eStatements for and then click “Documents” on the top right of the screen.  Once the document screen pops up, enrollment is the first tab. 

 

You can then read through the text, scroll to the bottom of #5 and then the checkbox will be enabled:

A: Click on the account on which the stop payment needs to be processed.  On the left hand side of the screen,  stop payments is listed with other account specific tools:

A: There is a section called Messages. Simply click on the conversation button in the upper right-hand corner, or click on Start a Conversations from the Messages screen. Charter Bank Customer Service will respond within 4 business hours.

 

1. Within online banking, expand the Scheduled activities section.

2. Click on the scheduled/recurring transfer to edit or delete.

3. Make changes as needed and click Save or to delete, click on the trash can icon in the upper right corner.