Climate First Bank Business User Help Guide

10

Accounts Page Accounts Page Overview

After logging in, you are taken directly to the Accounts page. All your accounts are listed in cards. Here you can view account balances, summaries and more! Desktop

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A. The sidebar menu appears in every view on the left side of the screen. You can navigate to Online Banking features by clicking on the name of the feature. B. Your Climate First Bank accounts are displayed in an account tile with their balances. When you click an account tile, you will be taken to a list of recent transactions. C. The icon located in the top right corner of the page allows you to access account settings, locations, contact details, alerts and more. Accounts Page: Accounts Page Overview D. You can use the search bar to search your accounts using keywords.