Climate First Bank Business User Help Guide

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Account Alerts There should be no surprises when it comes to your finances. Account Alerts can notify you when the balances in your accounts go above or below a number you specify.

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See pages 27-28 to configure your alerts prior to setting Security Alerts. In the drop-down at the top right of the page, click Alerts . 1. Select the Account Alerts button. 2. Use the drop-down to choose an account. 3. Enable and disable alerts: a. Click the , or icon to disable an alert. b. Click the , or icon to enable an alert. 4. Enter a dollar amount, if required. 5. Click the Save button.

Note : You will receive an email or SMS/Text when an alert is added or updated.

Security: Editing Alerts

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