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 1

 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 2

 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 3

 Chase OnlineSM Banking

Transfer Money
To transfer money, simply select “Schedule a Transfer”, from
Payments & Transfers tab.

On the “Transfer Money” page, choose which accounts you want

to transfer to and from, and enter the amount.

You can perform a one-time transfer or set up repeating

transfers, where you can customize the frequency and number of
transfers to perform. Select a transfer date, and click “Next.”

Transfer Money Verification and Confirmation Page

Click “Schedule Transfer” on the verification page if the
information is correct. You’ll then see a confirmation page along
with a transaction number for your reference.

Transfer Money Between your Chase and

Non-Chase Accounts
You can even set up external bank accounts to transfer money
between your eligible Chase and non-Chase accounts within the
“Payments & Transfers” tab.

Log Off
To help protect your account information, it’s important to
properly log off when you’re finished banking online.

© 2014 JPMorgan Chase Bank, N.A. Member FDIC 4