Climate First Bank Business User Help Guide

48

6 5

7a

7b

7c

8

5. Enter the amount to transfer. 6. (Optional) Enter a memo. 7. If you would like to set up a recurring transfer: a. Choose the frequency of the transfer. b. Choose how long the transfer should occur. c. Enter an end date or total number of transfers, if necessary. 8. Click the Save button when you are finished.

Money Movement: Loan Payments & Transfers