Climate First Bank Business User Help Guide

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Transfers

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In the Sidebar Menu , click Make a Transfer . 1. Click the Transfer Funds tab. 2. (Optional) Use the drop-down to select a template. 3. Select the accounts to transfer funds between using the “From” and “To” drop-downs. 4. Enter the amount to transfer. 5. Enter the date to send the transaction. 6. (Optional) Enter a memo.

Money Movement: Make a Transfer