Climate First Bank Business User Help Guide

Getting Started7
Business Online Banking Overview7
Users7
Recipients7
User Enrollment8
Retrieve Forgotten Sign in Information8
Desktop9
Mobile11
Logging Off11
Accounts Page12
Accounts Page Overview12
Desktop12
Desktop Account Details13
Mobile15
Desktop Account Preferences17
Edit Account Name17
Hide Account18
Unhide Account18
Mobile Account Preferences19
Edit Account Name19
Hide Account20
Unhide Account20
Viewing a Transaction Image21
Desktop21
Mobile22
Attaching an Image to a Transaction23
Desktop23
Mobile24
Accounts Groups Dashboard View25
Add New Group25
Managing Account Groups26
Security27
Protecting Your Information27
General Guidelines27
Login ID and Password27
Fraud Prevention27
Alerts Overview28
Desktop Delivery Preferences28
Mobile Delivery Preferences29
Editing Alerts30
Security Alerts30
Account Alerts31
Secure Message Overview32
Sending a Secure Message33
Mobile Security34
Enabling Touch ID, Fingerprint Login or Face ID34
Enabling PIN Login37
Money Movement39
Make a Transfer39
Creating a Template39
Transfers41
Managing Transfers43
Editing or Deleting Templates44
Auto-Transfers45
Loan Payments & Transfers47
Creating a Template47
Initiating a Transaction49
Managing Loan Payments and Transfers51
Editing or Deleting Templates52
Bill Pay53
Bill Pay Overview53
Creating a Payee53
Editing a Payee55
Deleting a Payee56
Schedule Payments57
Desktop57
Mobile58
Recurring Payments59
Desktop59
Mobile60
Rush Delivery61
Editing a Payment62
Deleting a Payment63
Picture Pay64
Transfer Between My Accounts66
Adding an External Account Using Plaid66
Adding an External Account Manually68
Verifying an External Account69
Deleting an External Account70
Transferring Money71
Pay a Person72
Updating Preferences74
Wires and ACH Transactions75
Transaction Type Overview75
Business Online Banking Transaction Types75
Recipient Overview76
ACH Only - Adding a Recipient77
ACH Only - Recipient Account Detail78
ACH Only - Review80
ACH Only - Pay Now81
ACH & Wire - Adding a Recipient83
ACH & Wire - Receiving Bank Detail84
ACH & Wire - Receiver and Intermediary Detail87
ACH & Wire - Review88
ACH & Wire - Pay Now89
Domestic Wires Only - Adding a Recipient91
Domestic Wires Only - Receiving Bank Detail92
Domestic Wires Only - Receiver and Intermediary Detail94
Domestic Wires Only - Review95
Domestic Wires Only - Pay Now96
International Wires Only - Adding a Recipient98
International Wires Only - Receiving Bank Detail99
International Wires Only - Receiver and Intermediary Detail101
Review102
International Wires Only - Pay Now103
Editing a Recipient105
Deleting a Recipient106
Creating a Batch Payee List107
Importing a Batch from File111
Import ACH File111
Import Delimited File113
Import Fixed Length File117
Creating a New Payment120
Create a Payment120
One-time Payment123
Make Batch Payment124
Tax Payment128
ACH Batch Upload130
Editing a Batch134
Deleting a Batch135
Pay Again136
Pending Activity137
Editing a Transaction138
Deleting a Transaction139
Processed140
Dual Control Processing-141
Viewing, Approving or Denying a Transaction141
Desktop141
Mobile143
Positive Pay144
Check Postive Pay144
Uploading an Issuance File145
Merchant Capture147
Overview147
Scanning Items147
Repairing Items148
Completing Deposit149
Preferences149
Reporting150
Research151
Demand Deposit Marketplace152
View R&T Balances152
To Get Started152
Accounts153
Account Summary153
Transactions154
Opt-Outs154
Reports and Exporting Data155
Account Transaction Exports155
Creating a New Report155
Deleting an Existing Report156
Editing an Existing Report157
Running an Existing Report158
Exporting Multiple Account Statments159
Quicken Data Files160
Backing Up Data File160
Register a Quicken Data File with a Quicken ID160
Set Up an Account for Online Banking (Direct Connect)161
Updating Accounts: The One Step Update162
Services163
Manage Debit Card163
Disabling or Enabling a Card163
Stop Payment Request165
Single Check165
Range of Checks167
Reordering Checks169
Statement Delivery170
Settings172
Changing Account Order172
Locations173
Branches Desktop173
Branches Android174
Branches Apple175
ATMs176
Contact Us177
Important Phone Numbers177

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