Chase Online SM Banking | Getting Started

Transcription

Chase Online SM Banking | Getting Started
Chase OnlineSM Banking
GETTING STARTED
STEP 01/08
Create an Account at Chase.com
On the home page, click “Log In or Enroll”, and then select
“Enroll in Chase Online.”
STEP 02/08
Enter Identification Information and Choose your User ID
First, enter your account, credit or debit card numbers in
the space provided. Then, enter your social security or
tax ID number.
Create a User ID that you’d like to use when accessing your
accounts online, and click “Next.”
STEP 03/08
Confirm your Identity
To ensure the security of your account, we’ll need to confirm your
identity. Choose how you’d like to receive your temporary
identification code, and click “Next.”
STEP 04/08
Enter your Temporary Identification Code
Once you receive the temporary identification code from Chase,
enter it in the space provided, and click “Next.”
© 2014 JPMorgan Chase Bank, N.A. Member FDIC
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Chase OnlineSM Banking
STEP 05/08
Create your Password and Confirm your
Contact Information
Create a password using the criteria in the “Your Password” box.
Confirm that all of your contact information is correct, and
click “Next.”
STEP 06/08
Read and Accept the Terms and Conditions
Then read and accept all terms and conditions on our Legal
Agreements page, and click “Next.”
STEP 07/08
Add Additional Convenient Services
Select the additional services that you would like to enroll, and
click “I Consent.”
NOTE: You’ll also have the ability to enroll in these services in
the My Accounts page at any time when logged into Chase.com.
STEP 08/08
Enrollment Complete
Once you see the confirmation page, click “Go To My Accounts”
to start banking online.
© 2014 JPMorgan Chase Bank, N.A. Member FDIC
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Chase OnlineSM Banking
ONLINE BANKING OVERVIEW
The “My Accounts” Homepage
The “My Accounts” homepage is a snapshot of all your accounts,
where you can view your account activity, statements, upcoming
payments, and more.
From here, you can easily access more details on each account by
selecting the “See Activity” link.
The “Account Activity” Page
The “Account Activity” page provides a detailed summary of
your transactions.
To navigate, you can either scroll, or use the “Search
Transactions” feature to find a specific activity by type, date,
amount, or even check number.
Quick Links to Frequently Used Account
Management Features
Use quick links to frequently used account management features
to ordering checks or deposit slips… Stop a payment on a
check… Create account nicknames, and more.
Payments & Transfers Tab
Moving money is easy using the Payments & Transfers tab.
You can pay your bills, transfer funds, and even send payments
directly to other people by accessing Chase QuickPaySM.
© 2014 JPMorgan Chase Bank, N.A. Member FDIC
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