Chain Bridge Bank, N.A.
Aggregate accounts in one place
Chain Bridge Bank, National Association
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Description
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes to transactions, and attach receipts or check images. Set up alerts for account activity and manage budgets.
For personal and small business customers of Chain Bridge Bank, N.A. If you are a commercial
Treasury Management client of the Bank, please download the separate Chain Bridge Treasury app
instead.
To use this app you must be enrolled in Chain Bridge Bank, N.A. Online Banking. Personal customers
can enroll at chainbridgebank.com. Small business customers should contact the Bank to enroll in
Chain Bridge Bank, N.A. business banking.
Accounts:
• View balances and recent activity for your Chain Bridge Bank, N.A. accounts, including checking,
savings, money market, certificate, IRA, and business deposit accounts
• View and save monthly statements
Payments and transfers:
• Deposit checks by photographing the front and back
• Transfer funds between your Chain Bridge Bank, N.A. accounts
• Send money to friends and family through Zelle®, where enrolled
• Pay a company through bill pay
Cards, transactions, and alerts:
• Reorder a Chain Bridge Bank, N.A. debit card, or turn it on or off if it is misplaced
• See merchant names, merchant logos, and the last four digits of the card used on each transaction
• Tag transactions, add notes, and attach photos of receipts
• Set alerts for low balances, large transactions, deposits, and sign-in events
Account aggregation and locations:
• Link accounts at other banks, credit unions, and brokerages to view balances in one place
• Find Chain Bridge Bank, N.A. branches and ATMs
Additional features for small business customers:
• Initiate ACH batches and wire transfers, where enabled by the Bank for your account
• Approve payments under multi-user, dual-control workflows
• Manage business users and assign roles, permissions, and approval thresholds
• Run business activity and balance reports
• Review positive pay exception items, where the service is enrolled
Security: sign in with a passcode, fingerprint, or Face ID on supported devices. Passkey enrollment is
available for high-risk actions. Chain Bridge Bank, N.A. will never ask for your password or one-time
security code by phone, text, or email. If you receive such a request, do not respond and contact the
Bank.
Available in English and Spanish.
Member FDIC.
Chain Bridge Bank, N.A. is a national bank chartered by the Office of the Comptroller of the Currency (Charter No. 24755), a member of the Federal Reserve System, and an FDIC-insured depository institution (Certificate No. 58595).