Climate First Bank Business User Help Guide

12

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. D. You can use the search bar to search your accounts using keywords. E. You can adjust how the accounts are displayed as well as select a default view. • List View • Card View • Assets & Liabilities View • Groups View: For more information about creating groups go to page 25.

Accounts Page: Accounts Page Overview