Climate First Bank Business User Help Guide

3

Secure Message Overview .........................................................................................28 Sending a Secure Message ........................................................................................29 Mobile Security Enabling Touch ID, Fingerprint Login or Face ID.....................................................30 Enabling PIN Login......................................................................................................33 Money Movement Make a Transfer ..........................................................................................................35 Creating a Template ........................................................................................................... 35 Transfers ............................................................................................................................... 37 Managing Transfers............................................................................................................. 39 Editing or Deleting Templates ............................................................................................ 40 Auto-Transfers...................................................................................................................... 41 Bill Pay Bill Pay Overview.........................................................................................................43 Creating a Payee .................................................................................................................. 43 Editing a Payee ............................................................................................................45 Deleting a Payee .........................................................................................................46 Schedule Payments ....................................................................................................47 Desktop ................................................................................................................................. 47 Mobile.................................................................................................................................... 48 Recurring Payments ...................................................................................................49 Desktop ................................................................................................................................. 49 Mobile.................................................................................................................................... 50 Rush Delivery...............................................................................................................51 Editing a Payment .......................................................................................................52 Deleting a Payment ....................................................................................................53 Picture Pay ...................................................................................................................54 Transfer Between My Accounts ................................................................................56 Adding an External Account Using Plaid........................................................................... 56 Adding an External Account Manually .............................................................................. 58 Verifying an External Account ............................................................................................ 59 Deleting an External Account ............................................................................................. 60 Transferring Money ............................................................................................................. 61 Pay a Person ................................................................................................................62 Updating Preferences.................................................................................................64 Wires and ACH Transactions Transaction Type Overview .......................................................................................65 Business Online Banking Transaction Types.................................................................... 65