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USER GUIDEChase QuickDeposit

Set Up a ScannerConnect and test the scanner on your computer

Set up a Manage AccountsScanner and LocationsOrder a Deposit Deposit Returns &Search &Scanner Checks Activity Adjustments ReportingScannerSetTroubleshooting Alerts 1Select Collect &deposit thenDeposit checks2Copyright 2021 JPMorgan Chase & Co. All rights reserved.From the Moredrop-down menuchoose Set upscanner2

Set up a Manage AccountsScanner and LocationsOrder a Deposit Deposit Returns &Search &Scanner Checks Activity Adjustments ReportingScannerSetTroubleshooting Alerts 3Click scannerinstallerCopyright 2021 JPMorgan Chase & Co. All rights reserved.3

Set up a Manage AccountsScanner and LocationsOrder a Deposit Deposit Returns &Search &Scanner Checks Activity Adjustments Reporting4The file will download andshow in your browser trayCopyright 2021 JPMorgan Chase & Co. All rights reserved.ScannerSetTroubleshooting Alerts 5When the download iscomplete, open the fileto start the Install Wizard4

Set up a Manage AccountsScanner and LocationsOrder a Deposit Deposit Returns &Search &Scanner Checks Activity Adjustments Reporting6When the Install Wizardappears, click NextScannerSetTroubleshooting Alerts 7When the install iscomplete, click FinishNOTE: Several pop-ups will appear anddisappear as part of the install processCopyright 2021 JPMorgan Chase & Co. All rights reserved.5

Set up a Manage AccountsScanner and LocationsOrder a Deposit Deposit Returns &Search &Scanner Checks Activity Adjustments Reporting8Copyright 2021 JPMorgan Chase & Co. All rights reserved.ScannerSetTroubleshooting Alerts One last pop-up willappear to remind youto restart your browserbefore you begindepositing checks6

Manage Accounts and LocationsActivate multiple accounts and easily manage locations

Set up aScannerManage Accounts Order a Depositand LocationsScanner ChecksDepositActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting Alerts12Select Collect &deposit thenDeposit checksCopyright 2021 JPMorgan Chase & Co. All rights reserved. From the Moredrop-down, selectManage accountsto view a list ofeligible accounts8

Set up aScannerManage Accounts Order a Depositand LocationsScanner ChecksDepositActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting AlertsTo activate accounts, use theslider under Status. Greenindicates the account is active.Grey indicates the account canbe activatedCopyright 2021 JPMorgan Chase & Co. All rights reserved. 39

Set up aScannerManage Accounts Order a Depositand LocationsScanner Checks4Once accounts havebeen activated, clickManage locations tomanage those that willbe depositing checksDepositActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting AlertsFor a new location selectAdd new location.Name the new locationto track deposit history 56Select Updateremittance tomodify details for aspecified locationCopyright 2021 JPMorgan Chase & Co. All rights reserved.10

Set up aScannerManage Accounts Order a Depositand LocationsScanner ChecksDepositActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting Alerts Make necessarychanges to theremittance andclick Save7Copyright 2021 JPMorgan Chase & Co. All rights reserved.11

Set up aScannerManage Accounts Order a Depositand LocationsScanner ChecksDepositActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting Alerts 8After activating account(s) andmanaging locations you canbegin to Deposit checks ifyou already have a scannerCopyright 2021 JPMorgan Chase & Co. All rights reserved.12

Order a ScannerThe first scanner is included with the service.Follow this process to order any additional scanners

Set up a Manage AccountsScanner and LocationsOrder a Deposit Deposit Returns &Search & ScannerSetScanner Checks Activity Adjustments Reporting Troubleshooting Alerts12Select Collect &deposit thenDeposit checksCopyright 2021 JPMorgan Chase & Co. All rights reserved. In the More dropdown select Order ascanner to viewscanner specificationsand select the scannerthat best suits thebusiness needs14

Set up a Manage AccountsScanner and LocationsSelect the radio buttonto indicate scannertype and indicatequantity, locationand shipping addressOrder a Deposit Deposit Returns &Search & ScannerSetScanner Checks Activity Adjustments Reporting Troubleshooting Alerts 3Copyright 2021 JPMorgan Chase & Co. All rights reserved.NOTE: Need to ship tomultiple addresses? Ensureyou select the Ship tomultiple addresses option15

Set up a Manage AccountsScanner and LocationsOrder a Deposit Deposit Returns &Search & ScannerSetScanner Checks Activity Adjustments Reporting Troubleshooting Alerts 4Review order andshipment details andselect Place orderCopyright 2021 JPMorgan Chase & Co. All rights reserved.16

Set up a Manage AccountsScanner and LocationsOrder a Deposit Deposit Returns &Search & ScannerSetScanner Checks Activity Adjustments Reporting Troubleshooting Alerts5Copyright 2021 JPMorgan Chase & Co. All rights reserved. To view scannershipments, selectSee scannerorders from theMore drop-down17

Set up a Manage AccountsScanner and LocationsSearch & ScannerSetOrder a Deposit Deposit Returns &Scanner Checks Activity Adjustments Reporting Troubleshooting Alerts Select See details toview: order date, status,shipment date, trackinginformation and more6Copyright 2021 JPMorgan Chase & Co. All rights reserved.18

Deposit ChecksAfter activating accounts and managing locations follow these steps to begindepositing checks

Set up aScannerManage Accountsand LocationsOrder a DepositScanner ChecksDepositActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting Alerts 1Select Collect &deposit thenDeposit checks2Enter deposit details. EnsureDeposit to, Location,Remittance details and theDeposit total are correct.All checks will need tobe endorsed manually ifvirtual endorsement has notbeen enabledNOTE: Use the check calculator to ensure thedeposit total is correct before scanning checksCopyright 2021 JPMorgan Chase & Co. All rights reserved.20

Set up aScannerManage Accountsand LocationsOrder a DepositScanner ChecksDepositActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting Alerts3Copyright 2021 JPMorgan Chase & Co. All rights reserved. Once depositinformation iscomplete, selectStart scanning21

Set up aScannerManage Accountsand LocationsOrder a DepositScanner ChecksDepositActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting Alerts 4Allow time for allchecks to scanthen select I’mdone scanningCopyright 2021 JPMorgan Chase & Co. All rights reserved.22

Set up aScannerManage Accountsand LocationsOrder a DepositScanner ChecksDepositActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting Alerts All checks that havebeen scanned will bedisplayed. If errors aredetected and need tobe corrected, selectShow/Change5Copyright 2021 JPMorgan Chase & Co. All rights reserved.23

Set up aScannerManage Accountsand LocationsOrder a DepositScanner ChecksNOTE: Selecting Remove checkallows for the check to be removedfrom the current deposit andrescanned for deposit or taken to abranch for depositCopyright 2021 JPMorgan Chase & Co. All rights reserved.DepositActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting Alerts6 Make the necessarycorrections andselect: Sendcorrections, Removecheck or Cancel24

Set up aScannerManage Accountsand LocationsOrder a DepositScanner ChecksDepositActivityDon't have theinformation you need toinitiate a deposit? ChooseSave and finish laterReturns &Search & ScannerSetAdjustments Reporting Troubleshooting Alerts 78Add additional checksby selecting Scan morechecks and follow thesame steps as beforeCopyright 2021 JPMorgan Chase & Co. All rights reserved.25

Set up aScannerManage Accountsand LocationsOrder a DepositScanner ChecksDepositActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting Alerts 9After making anynecessary corrections,select NextCopyright 2021 JPMorgan Chase & Co. All rights reserved.26

Set up aScannerManage Accountsand LocationsOrder a DepositScanner ChecksDepositActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting Alerts 10NOTE: Deposits submitted before 11 p.m. ET/8p.m. PT on a business day will be processed thatday. Deposits after that or on a non-business daywill be processed the following business day.Copyright 2021 JPMorgan Chase & Co. All rights reserved.Review depositinformation and thenclick Send deposit27

Deposit ActivityView deposits made over the last 120 days

Set up a Manage AccountsScanner and LocationsOrder a DepositScanner ChecksDeposit Returns &Search & ScannerSetActivity Adjustments Reporting Troubleshooting Alerts 12After selecting Collect& deposit andDeposit checks selectDeposit activitySubmitted transactionsreflect deposits that havebeen submitted but thefunds are not yetavailable for useCopyright 2021 JPMorgan Chase & Co. All rights reserved.29

Set up a Manage AccountsScanner and Locations3Order a DepositScanner ChecksPosted transactionsreflect deposits thathave been submittedand the funds areavailable for useDeposit Returns &Search & ScannerSetActivity Adjustments Reporting Troubleshooting Alerts Filter transactions bythe Deposit-toaccount or location45Select Details to viewadditional informationon the depositCopyright 2021 JPMorgan Chase & Co. All rights reserved.30

Set up a Manage AccountsScanner and LocationsOrder a DepositScanner ChecksDeposit Returns &Search & ScannerSetActivity Adjustments Reporting Troubleshooting Alerts 6View: Check images,amount, accountinformation and location.If needed, print/downloadtransaction detailsCopyright 2021 JPMorgan Chase & Co. All rights reserved.31

Returns & AdjustmentsView regular and Non-Conforming Image (NCI) returns–and the reasonfor the return–made within the last 60 days

Set up a Manage AccountsScanner and LocationsOrder a Deposit DepositScanner Checks ActivityReturns &Search & ScannerSetAdjustments Reporting Troubleshooting Alerts 1Select Collect &deposit and thenDeposit checks2Select Returns &adjustments. Viewreturns by: Regularreturns or NCI returnsCopyright 2021 JPMorgan Chase & Co. All rights reserved.3Click Details foradditional informationas to why the checkwas returned33

Search & ReportingSearch for deposits, individual checks, andsave search criteria for future use

Set up a Manage Accounts Order a Deposit Deposit Returns &Scanner and LocationsScanner Checks Activity AdjustmentsSearch & ScannerSetReporting Troubleshooting Alerts 1After selecting Collect &deposit and Deposit checksselect Search & reportingCopyright 2021 JPMorgan Chase & Co. All rights reserved.35

Set up a Manage Accounts Order a Deposit Deposit Returns &Scanner and LocationsScanner Checks Activity AdjustmentsNOTE: if you want to save this searchfor the future, enter a Search name.Copyright 2021 JPMorgan Chase & Co. All rights reserved.Search & ScannerSetReporting Troubleshooting Alerts2 Enter additional searchcriteria for the bestresults and click Search36

Set up a Manage Accounts Order a Deposit Deposit Returns &Scanner Checks Activity AdjustmentsScanner and LocationsSearch & ScannerSetReporting Troubleshooting AlertsClick Details toreview the depositinformationCopyright 2021 JPMorgan Chase & Co. All rights reserved. 337

Set up a Manage Accounts Order a Deposit Deposit Returns &Scanner and LocationsScanner Checks Activity AdjustmentsIndicate the deposits toinclude and click Create PDFto export check imagesCopyright 2021 JPMorgan Chase & Co. All rights reserved.Search & ScannerSetReporting Troubleshooting Alerts 438

Set up a Manage Accounts Order a Deposit Deposit Returns &Scanner Checks Activity AdjustmentsScanner and LocationsSearch & ScannerSetReporting Troubleshooting AlertsTo export results as aCSV file, click theDownload iconCopyright 2021 JPMorgan Chase & Co. All rights reserved. 539