Climate First Bank Business User Help Guide

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Money Movement

Auto-Transfers Easily set conditions for perform Auto-Transfers between accounts. These funds will arrive in 2-4 business days so your money is always where you need it to be.

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In the Sidebar Menu , click Make a Transfer . 1. Click the Create Auto-Transfer button.

2. Choose an Account to Monitor from the drop-down. 3. Choose an Account to Transfer to from the drop-down. 4. Enter a Target Balance amount.

Money Movement: Make a Transfer