Climate First Bank Business User Help Guide

3

Editing Alerts ...............................................................................................................30 Security Alerts ...................................................................................................................... 30 Account Alerts ...................................................................................................................... 31 Secure Message Overview .........................................................................................32 Sending a Secure Message ........................................................................................33 Mobile Security Enabling Touch ID, Fingerprint Login or Face ID.....................................................34 Enabling PIN Login......................................................................................................37 Money Movement Make a Transfer ..........................................................................................................39 Creating a Template ........................................................................................................... 39 Transfers ............................................................................................................................... 41 Managing Transfers............................................................................................................. 43 Editing or Deleting Templates ............................................................................................ 44 Auto-Transfers...................................................................................................................... 45 Loan Payments & Transfers ......................................................................................47 Creating a Template ........................................................................................................... 47 Initiating a Transaction........................................................................................................ 49 Managing Loan Payments and Transfers ......................................................................... 51 Editing or Deleting Templates ............................................................................................ 52 Bill Pay Bill Pay Overview.........................................................................................................53 Creating a Payee .................................................................................................................. 53 Editing a Payee ............................................................................................................55 Deleting a Payee .........................................................................................................56 Schedule Payments ....................................................................................................57 Desktop ................................................................................................................................. 57 Mobile.................................................................................................................................... 58 Recurring Payments ...................................................................................................59 Desktop ................................................................................................................................. 59 Mobile.................................................................................................................................... 60 Rush Delivery...............................................................................................................61 Editing a Payment .......................................................................................................62 Deleting a Payment ....................................................................................................63 Picture Pay ...................................................................................................................64 Transfer Between My Accounts ................................................................................66 Adding an External Account Using Plaid........................................................................... 66 Adding an External Account Manually .............................................................................. 68 Verifying an External Account ............................................................................................ 69 Deleting an External Account ............................................................................................. 70 Transferring Money ............................................................................................................. 71

Made with FlippingBook - professional solution for displaying marketing and sales documents online