Climate First Bank Business User Help Guide

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Money Movement

Make a Transfer When you need to make a one-time or recurring transfer between your Climate First Bank accounts, you can use the Make a Transfer feature. These transactions go through automatically, so your money is always where you need it to be. Creating a Template A template is a pre-made payment model. It contains detailed directions that can be used for repeated transactions. Using a template helps reduce mistakes.

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In the Sidebar Menu , click Make a Transfer . 1. Click the Create Transfer Template tab. 2. Enter a template name. 3. Select the accounts to transfer funds between using the “From” and “To” drop-downs. 4. Enter the amount to transfer. 5. Enter a memo.

Money Movement: Make a Transfer