Climate First Bank Business User Help Guide

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Table of Contents Getting Started

Business Online Banking Overview ............................................................................6 Users........................................................................................................................................ 6 Recipients................................................................................................................................ 6 User Enrollment ............................................................................................................7 Retrieve Forgotten Sign in Information............................................................................... 7 Desktop ................................................................................................................................... 8 Mobile...................................................................................................................................... 9 Logging Off ............................................................................................................................. 9 Accounts Page Accounts Page Overview............................................................................................10 Desktop ................................................................................................................................. 10 Desktop Account Details .................................................................................................... 11 Mobile.................................................................................................................................... 13 Desktop Account Preferences ...................................................................................15 Edit Account Name .............................................................................................................. 15 Hide Account ........................................................................................................................ 16 Unhide Account.................................................................................................................... 16 Mobile Account Preferences......................................................................................17 Edit Account Name .............................................................................................................. 17 Hide Account ........................................................................................................................ 18 Unhide Account.................................................................................................................... 18 Viewing a Transaction Image.....................................................................................19 Desktop ................................................................................................................................. 19 Mobile.................................................................................................................................... 20 Attaching an Image to a Transaction........................................................................21 Desktop ................................................................................................................................. 21 Mobile.................................................................................................................................... 22 Security Protecting Your Information......................................................................................23 General Guidelines .............................................................................................................. 23 Login ID and Password........................................................................................................ 23 Fraud Prevention ................................................................................................................. 23 Alerts Overview ...........................................................................................................24 Desktop Delivery Preferences............................................................................................ 24 Mobile Delivery Preferences............................................................................................... 25 Editing Alerts ...............................................................................................................26 Security Alerts ...................................................................................................................... 26 Account Alerts ...................................................................................................................... 27