Chartwells is a web portal that helps small businesses to keep track of their finances and operations. In this how-to article, we'll show you how to login to Chartwells, so that you can begin using it.
Chartwells Web Portal Overview
The Chartwells Web Portal provides you with the ability to manage both your personal and your institutional accounts from one convenient location. To access the Web Portal, you will need to sign in or create an account. Once you have logged in, you will be able to: view your account information; make changes to your personal or institutional settings; and access important resources.
To sign in or create an account, follow these steps:
1. Click on the "Sign In" link at the top of the page.
2. Enter your email address and password into the fields provided and click on "Sign In".
3. If you have not already created a Chartwells account, you will be prompted to do so now. Click on "Create Account" to begin the process.
How to Login to Chartwells Web Portal
If you are a Chartwells customer and need to login to their web portal, please follow these steps:
1. Log into your Chartwells account. If you don't have an account, create one now.
2. Click the "Login" link in the top right corner of the page. You will be redirected to their login page. Enter your user name and password (or create a new account if you don't have one).
3. Once you have logged in, click on the "My Account" tab at the top of the page. This will display all of your account information, including your login history and saved passwords.
Creating an Account
To create an account on Chartwells Web Portal, follow these steps:
1. Log in to your account at www.chartwells.com.
2. Click on the My Account tab on the top of the page.
3. Enter your email address and password in the appropriate fields and click on the Create Account button to continue.
4. You will be taken to a new page where you can select your preferred language and country. Click on the Continue button to continue.
5. On the next page, you will be asked to provide some information about your company including company name, location, and contact information. Click on the Next button to continue.
6. On the final page of the account creation process, you will be given a link to your newly created account and asked to confirm your login details. Click on the Login Now button to log in to your account and start using Chartwells Web Portal!
Adding Funds to Your Account
In order to add funds to your Chartwells account, please follow these steps:
1. Login to the Chartwells Web Portal.
2. Navigate to the Funds tab.
3. Click on the Add Funds button.
4. Enter your bank account number and routing number and click on the Submit button.
5. Your funds will be immediately deposited into your account.
Viewing your account activity
If you have created an account on Chartwells, the first step is to login. To login, follow these steps:
1. Navigate to the "Login" link in the top right corner of the screen.
2. Enter your credentials and click on "login." You will be taken to a page where you can review your activity and manage your account.
Transferring Funds between Accounts
If you have a Chartwells account, you can easily transfer funds between your accounts. To do this, follow these steps:
1. Log into your Chartwells account at www.chartwells.com.
2. Click on the "Withdrawal" link in the menu bar (on the left side of the screen).
3.Choose the account you want to withdraw money from and enter the amount you want to withdraw.
4. Click on "Submit."
If you have a Chartwells checking or savings account, you can easily transfer money between them by following these steps:
1. Log into your Chartwells checking or savings account at www.chartwells.com.
2. Click on the "Withdrawal" link in the menu bar (on the left side of the screen).
3.Choose the account you want to withdraw money from and enter the amount you want to withdraw.
4. Click on "Submit."
Setting up direct deposit
Chartwells offers a secure web portal that allows users to manage their direct deposit information. To login, follow these steps:
1. Navigate to the Chartwells Web Portal at www.chartwells.com/portal.
2. Enter your username and password in the login form fields.
3. Click the My Direct Deposits link in the left-hand column of the home screen.
4. Select your bank from the list of banks registered with Chartwells and click the Edit button next to your account number.
5. Review the direct deposit information and click the Submit button to submit your changes.
Canceling your Direct Deposit
If you need to cancel your Direct Deposit, follow these steps:
1. Log in to Chartwells Web Portal.
2. Click on the Accounts & Settings tab.
3. Click on the Direct Deposit button.
4. Scroll down to the bottom of the page and click on the Cancel Direct Deposit button.
Closing your Account
Close your Chartwells account by following these steps:
1. Navigate to the "Account" page on the Chartwells Web Portal.
2. Click on the "Close Account" button located at the top of the page.
3. Follow the on-screen instructions to complete the closure process.
Conclusion
Chartwells Web Portal offers an easy way for you to access your account and manage your information, whether you are a current or former Chartwells student. If you have forgotten your password, or would like to change it, the Login section of the portal can help you get started. You can also find important information about your account such as billing statements and tuition payments. In addition, if there is something on their website that you need but don’t see it in the menu options, please let us know by contacting us at [email protected] and we will work to add it as soon as possible. Thanks for using Chartwells Web Portal!