Climate First Bank Business User Help Guide

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Accounts Page Desktop Account Preferences

Personalize your accounts and how they appear in Online Banking. Here you can change your account names and organize them however you like to suit your needs. Edit Account Name

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In the menu at the top right corner of the page, click Settings . 1. Under Account Settings , select the account you wish to rename. 2. Click the icon to edit an account name. 3. Enter a new name and click the icon to save your settings.

Accounts Page: Desktop Account Preferences