As an owner of a Payroll Savings Plan, you have access to CSB Online Services to help manage your Plan. Watch How-To Videos to learn how to create a CSBOS account if you are not already online, and redeem your funds on CSB Online Services.
CSB Online Services
Register/LoginServices Available Online
Once you create a CSBOS account, you can complete the following transactions on CSB Online Services:
- redeem your funds;
- sign up for Direct Deposit or change your banking information;
- update your contact information (e.g. change your mailing address, email address, password);
- check plan balances and activity;
- view and print online statement and/or T5 (if the amount of interest earned is greater than or equal to $50 or more).
Ensuring Online Security
Select a Secure Password
Choose a unique password that includes both letters and numbers. Avoid selecting a previously used password or a password that is easy for others to figure out, like names, birthdays, or telephone numbers.
Protect Your Password
Your password, along with your Client ID, is key to accessing your confidential information. Make sure that you protect your password by memorizing it and not revealing it to anyone. To protect your Client ID, password, personal and financial information, we employ state-of-the-art encryption technology, which is recognized as the most effective way to achieve data security. Encryption is the process of scrambling data into an unreadable format that is more secure for transmission over the Internet. Consequently, your Internet browser must be compatible with 128-bit encryption to access the website.
Clear Your Browser's Cache
Most browsers save images or files that you have viewed and store them locally to improve performance. It is important to clear your browser’s cache after online sessions to prevent others from being able to view your personal information.
Log out When You Have Finished Your CSB Online Services Session
There is a clearly indicated logout option on the menu bar found on the top of the screen. For your security, your session will automatically time out after 15 minutes of inactivity.
Supported Web Browsers
CSB Online Services supports the following browsers:
- the latest versions currently supported by Microsoft;
- the most recent version of Chrome;
- the most recent version of Firefox.
Other browsers may also be supported but have not been tested with this site.
The site is accessible to the visually impaired through text to speech (JAWS reader).